Evermay Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Evermay Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$942	Buy	+6	New	+$917	﹤0.01%	616

Other funds holding ACWI

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evermay Wealth Management's ACWI Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 6 shares worth $942. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

286 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Evermay Wealth Management held 6 shares of iShares MSCI ACWI ETF worth $942 as of Q2 2026.
iShares MSCI ACWI ETF was a new Evermay Wealth Management position in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #616 holding.
286 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.