Frederick Financial Consultants’s iShares MSCI ACWI ETF ACWI Stock Holding History

Frederick Financial Consultants’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	$355K	Buy	2,238 +132	+6%	+$21K	0.15%	80
2026 Q2	$331K	Sell	2,106 -27	-1%	-$4.12K	0.14%	82
2026 Q1	$295K	Buy	2,133 +47	+2%	+$6.76K	0.15%	82
2025 Q4	$295K	Buy	2,086 +124	+6%	+$17.4K	0.16%	77
2025 Q3	$271K	Buy	1,962 +163	+9%	+$21.7K	0.15%	86
2025 Q2	$231K	Buy	+1,799	New	+$216K	0.14%	93

Other funds holding ACWI

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Frederick Financial Consultants's ACWI Position: Q3 2026 in Review

Frederick Financial Consultants increased its iShares MSCI ACWI ETF (ACWI) stake by 6.3% in Q3 2026, buying an estimated $21K and bringing the position to 2,238 shares worth $355K. The position accounts for 0.15% of the portfolio, ranked #80.

Frederick Financial Consultants first reported a position in ACWI in Q2 2025 and has held it in 6 quarters since. 523 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Frederick Financial Consultants held 2,238 shares of iShares MSCI ACWI ETF worth $355K as of Q3 2026.
Frederick Financial Consultants bought 132 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $21K.
iShares MSCI ACWI ETF made up 0.15% of Frederick Financial Consultants's portfolio in Q3 2026, its #80 holding.
Frederick Financial Consultants first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 6 quarters since.
523 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.