GEN Financial Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

GEN Financial 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	$284K	Hold	1,788	–	–	0.15%	50
2026 Q2	$281K	Hold	1,788	–	–	0.17%	37
2026 Q1	$247K	Hold	1,788	–	–	0.15%	47
2025 Q4	$253K	Hold	1,788	–	–	0.16%	44
2025 Q3	$247K	Hold	1,788	–	–	0.21%	42
2025 Q2	$230K	Hold	1,788	–	–	0.19%	43
2025 Q1	$208K	Hold	1,788	–	–	0.14%	49
2024 Q4	$210K	Buy	+1,788	New	+$215K	0.14%	52

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 15.5% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

GEN Financial Management's ACWI Position: Q3 2026 in Review

GEN Financial Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 1,788 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #50.

GEN Financial Management first reported a position in ACWI in Q4 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

GEN Financial Management held 1,788 shares of iShares MSCI ACWI ETF worth $284K as of Q3 2026.
GEN Financial Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.15% of GEN Financial Management's portfolio in Q3 2026, its #50 holding.
GEN Financial Management first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 8 quarters since.
342 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.