Great Point Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Great Point Wealth Advisors’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	$266K	Sell	1,676 -1,028	-38%	-$163K	0.04%	62
2026 Q2	$424K	Hold	2,704	–	–	0.07%	55
2026 Q1	$374K	Sell	2,704 -2,723	-50%	-$391K	0.07%	52
2025 Q4	$768K	Buy	+5,427	New	+$762K	0.14%	42
2021 Q2	–	Sell	-10,453	Closed	-$995K	–	54
2021 Q1	$995K	Buy	+10,453	New	+$982K	0.38%	25
2019 Q1	–	Sell	-23,308	Closed	-$1.5M	–	46
2018 Q4	$1.5M	Buy	+23,308	New	+$1.6M	1.41%	17

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

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

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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

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

Great Point Wealth Advisors's ACWI Position: Q3 2026 in Review

Great Point Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 38% in Q3 2026, selling an estimated $163K and leaving 1,676 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #62.

Great Point Wealth Advisors first reported a position in ACWI in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2018. 445 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Great Point Wealth Advisors held 1,676 shares of iShares MSCI ACWI ETF worth $266K as of Q3 2026.
Great Point Wealth Advisors sold 1,028 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $163K.
iShares MSCI ACWI ETF made up 0.04% of Great Point Wealth Advisors's portfolio in Q3 2026, its #62 holding.
Great Point Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 6 quarters since.
Great Point Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.5M in Q4 2018.
445 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Great Point Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.