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Great Waters Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Great Waters Wealth 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 		$1.84M Sell
11,563
-60
-0.5% -$9.53K 0.17% 29
2026
Q2 		$1.82M Sell
11,623
-350
-3% -$53.5K 0.17% 30
2026
Q1 		$1.66M Sell
11,973
-125
-1% -$18K 0.18% 30
2025
Q4 		$1.71M Buy
12,098
+264
+2% +$37K 0.19% 28
2025
Q3 		$1.64M Buy
11,834
+42
+0.4% +$5.58K 0.19% 30
2025
Q2 		$1.52M Sell
11,792
-218
-2% -$26.1K 0.2% 32
2025
Q1 		$1.4M Sell
12,010
-185
-2% -$22.2K 0.19% 32
2024
Q4 		$1.43M Buy
12,195
+36
+0.3% +$4.32K 0.18% 36
2024
Q3 		$1.45M Sell
12,159
-448
-4% -$51.3K 0.2% 33
2024
Q2 		$1.42M Sell
12,607
-713
-5% -$78.4K 0.22% 33
2024
Q1 		$1.47M Sell
13,320
-270
-2% -$28.4K 0.24% 32
2023
Q4 		$1.36M Sell
13,590
-2,006
-13% -$192K 0.24% 34
2023
Q3 		$1.44M Sell
15,596
-510
-3% -$48.9K 0.29% 33
2023
Q2 		$1.55M Sell
16,106
-1,182
-7% -$110K 0.31% 32
2023
Q1 		$1.59M Sell
17,288
-851
-5% -$75.9K 0.34% 31
2022
Q4 		$1.64M Buy
+18,139
New +$1.53M 0.35% 31

Other funds holding ACWI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Great Waters Wealth Management's ACWI Position: Q3 2026 in Review

Great Waters Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.52% in Q3 2026, selling an estimated $9.53K and leaving 11,563 shares worth $1.84M. The position accounts for 0.17% of the portfolio, ranked #29.

Great Waters Wealth Management first reported a position in ACWI in Q4 2022 and has held it in 16 quarters since. 78 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Great Waters Wealth Management held 11,563 shares of iShares MSCI ACWI ETF worth $1.84M as of Q3 2026.
  • Great Waters Wealth Management sold 60 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $9.53K.
  • iShares MSCI ACWI ETF made up 0.17% of Great Waters Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Great Waters Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 16 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.