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Financial Enhancement Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Enhancement Group’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 		$9.5M Buy
59,132
+19
+0% +$3.02K 1.09% 30
2026
Q2 		$9.28M Buy
59,113
+535
+0.9% +$81.7K 1.11% 31
2026
Q1 		$8.84M Sell
58,578
-1,508
-3% -$217K 1.1% 33
2025
Q4 		$8.65M Sell
60,086
-1,309
-2% -$184K 1.13% 35
2025
Q3 		$8.6M Buy
61,395
+8,459
+16% +$1.12M 1.15% 33
2025
Q2 		$6.84M Sell
52,936
-1,143
-2% -$137K 0.98% 34
2025
Q1 		$6.06M Buy
54,079
+188
+0.3% +$22.5K 0.95% 35
2024
Q4 		$6.27M Buy
+53,891
New +$6.47M 0.96% 36
2024
Q3 		– Sell
-51,542
Closed -$5.78M – 117
2024
Q2 		$5.78M Sell
51,542
-182
-0.4% -$20K 0.93% 37
2024
Q1 		$5.55M Buy
51,724
+910
+2% +$95.6K 0.91% 42
2023
Q4 		$5.07M Buy
50,814
+1,342
+3% +$128K 0.89% 40
2023
Q3 		$4.63M Sell
49,472
-229
-0.5% -$22K 0.89% 41
2023
Q2 		$4.82M Buy
+49,701
New +$4.61M 0.89% 39
2018
Q2 		– Sell
-1
Closed – – 242
2018
Q1 		$0 Buy
+1
New +$74 ﹤0.01% 243
2017
Q3 		– Sell
-30,455
Closed -$1.99M – 65
2017
Q2 		$1.99M Buy
30,455
+1,483
+5% +$96.3K 0.84% 30
2017
Q1 		$1.83M Sell
28,972
-4,506
-13% -$279K 0.84% 31
2016
Q4 		$1.98M Buy
33,478
+1,482
+5% +$87K 1.03% 28
2016
Q3 		$1.89M Sell
31,996
-315
-1% -$18.4K 1.03% 24
2016
Q2 		$1.82M Buy
32,311
+2,514
+8% +$142K 1.11% 23
2016
Q1 		$1.67M Buy
29,797
+3,101
+12% +$164K 1.09% 23
2015
Q4 		$1.49M Buy
26,696
+721
+3% +$41.2K 0.91% 26
2015
Q3 		$1.4M Buy
25,975
+1,672
+7% +$96.2K 0.92% 27
2015
Q2 		$1.45M Buy
+24,303
New +$1.5M 0.91% 27

Other funds holding ACWI

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Financial Enhancement Group's ACWI Position: Q3 2026 in Review

Financial Enhancement Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.03% in Q3 2026, buying an estimated $3.02K and bringing the position to 59,132 shares worth $9.5M. The position accounts for 1.09% of the portfolio, ranked #30.

Financial Enhancement Group first reported a position in ACWI in Q2 2015 and has held it in 23 quarters since. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Financial Enhancement Group held 59,132 shares of iShares MSCI ACWI ETF worth $9.5M as of Q3 2026.
  • Financial Enhancement Group bought 19 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $3.02K.
  • iShares MSCI ACWI ETF made up 1.09% of Financial Enhancement Group's portfolio in Q3 2026, its #30 holding.
  • Financial Enhancement Group first reported a position in iShares MSCI ACWI ETF in Q2 2015 and has held it in 23 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.