Highline Wealth Partners
ACWI icon

Highline Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Highline Wealth Partners’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 		$37.4K Buy
236
+22
+10% +$3.5K 0.01% 307
2026
Q2 		$33.6K Buy
+214
New +$32.7K 0.01% 295
2022
Q4 		– Sell
-463
Closed -$36K – 333
2022
Q3 		$36K Buy
+463
New +$40K 0.03% 100

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Blue Trust Inc
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
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
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Portus Wealth Advisors
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Highline Wealth Partners's ACWI Position: Q3 2026 in Review

Highline Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q3 2026, buying an estimated $3.5K and bringing the position to 236 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #307.

Highline Wealth Partners first reported a position in ACWI in Q3 2022 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Highline Wealth Partners held 236 shares of iShares MSCI ACWI ETF worth $37.4K as of Q3 2026.
  • Highline Wealth Partners bought 22 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $3.5K.
  • iShares MSCI ACWI ETF made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #307 holding.
  • Highline Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.