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Ferguson Wellman Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Ferguson Wellman Capital 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
Q3 		$1.42M Hold
8,935
– – 0.02% 199
2026
Q2 		$1.4M Buy
8,935
+5,200
+139% +$794K 0.02% 201
2026
Q1 		$517K Buy
+3,735
New +$537K 0.01% 287

Other funds holding ACWI

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Ferguson Wellman Capital Management's ACWI Position: Q3 2026 in Review

Ferguson Wellman Capital Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 8,935 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #199.

Ferguson Wellman Capital Management first reported a position in ACWI in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Ferguson Wellman Capital Management held 8,935 shares of iShares MSCI ACWI ETF worth $1.42M as of Q3 2026.
  • Ferguson Wellman Capital Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #199 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.