Investment Partners Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Investment Partners Asset 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 Q2	$646K	Sell	4,114 -1,529	-27%	-$234K	0.36%	76
2026 Q1	$781K	Buy	5,643 +3,702	+191%	+$532K	0.48%	59
2025 Q4	$275K	Buy	1,941 +435	+29%	+$61K	0.17%	137
2025 Q3	$208K	Buy	+1,506	New	+$200K	0.14%	150

Other funds holding ACWI

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Investment Partners Asset Management's ACWI Position: Q2 2026 in Review

Investment Partners Asset Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 27% in Q2 2026, selling an estimated $234K and leaving 4,114 shares worth $646K. The position accounts for 0.36% of the portfolio, ranked #76.

Investment Partners Asset Management first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $781K in Q1 2026. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Investment Partners Asset Management held 4,114 shares of iShares MSCI ACWI ETF worth $646K as of Q2 2026.
Investment Partners Asset Management sold 1,529 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $234K.
iShares MSCI ACWI ETF made up 0.36% of Investment Partners Asset Management's portfolio in Q2 2026, its #76 holding.
Investment Partners Asset Management first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
Investment Partners Asset Management's iShares MSCI ACWI ETF position peaked at $781K in Q1 2026.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.