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Independent Wealth Network’s iShares MSCI ACWI ETF ACWI Stock Holding History

Independent Wealth Network’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 		$3.47M Sell
21,851
-787
-3% -$125K 0.87% 19
2026
Q2 		$3.55M Buy
22,638
+782
+4% +$119K 0.9% 18
2026
Q1 		$3.02M Sell
21,856
-22,739
-51% -$3.27M 0.9% 20
2025
Q4 		$6.31M Buy
44,595
+2,486
+6% +$349K 1.93% 7
2025
Q3 		$5.82M Buy
42,109
+1,265
+3% +$168K 1.87% 6
2025
Q2 		$5.25M Buy
40,844
+345
+0.9% +$41.4K 1.91% 7
2025
Q1 		$4.71M Buy
40,499
+138
+0.3% +$16.5K 1.88% 9
2024
Q4 		$4.74M Buy
40,361
+840
+2% +$101K 1.92% 7
2024
Q3 		$4.72M Buy
39,521
+716
+2% +$82K 2.09% 8
2024
Q2 		$4.36M Sell
38,805
-1,716
-4% -$189K 2.03% 9
2024
Q1 		$4.46M Sell
40,521
-389
-1% -$40.8K 2.09% 7
2023
Q4 		$4.16M Buy
40,910
+1,768
+5% +$169K 2.19% 6
2023
Q3 		$3.62M Buy
39,142
+3,198
+9% +$307K 2.22% 8
2023
Q2 		$3.45M Sell
35,944
-2,142
-6% -$199K 2.07% 9
2023
Q1 		$3.47M Sell
38,086
-264
-0.7% -$23.5K 2.22% 8
2022
Q4 		$3.26M Buy
38,350
+67
+0.2% +$5.64K 2.23% 8
2022
Q3 		$2.98M Buy
38,283
+1,436
+4% +$124K 2.33% 8
2022
Q2 		$3.09M Buy
36,847
+947
+3% +$86.2K 2.23% 8
2022
Q1 		$3.58M Buy
35,900
+1,579
+5% +$157K 2.27% 9
2021
Q4 		$3.63M Buy
34,321
+757
+2% +$79.1K 2.23% 7
2021
Q3 		$3.58M Buy
+33,564
New +$3.45M 2.34% 7

Other funds holding ACWI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
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

Independent Wealth Network's ACWI Position: Q3 2026 in Review

Independent Wealth Network reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.5% in Q3 2026, selling an estimated $125K and leaving 21,851 shares worth $3.47M. The position accounts for 0.87% of the portfolio, ranked #19.

Independent Wealth Network first reported a position in ACWI in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.31M in Q4 2025. 179 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Independent Wealth Network held 21,851 shares of iShares MSCI ACWI ETF worth $3.47M as of Q3 2026.
  • Independent Wealth Network sold 787 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $125K.
  • iShares MSCI ACWI ETF made up 0.87% of Independent Wealth Network's portfolio in Q3 2026, its #19 holding.
  • Independent Wealth Network first reported a position in iShares MSCI ACWI ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's iShares MSCI ACWI ETF position peaked at $6.31M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

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