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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
Q3 		$614K Sell
3,866
-248
-6% -$39.4K 0.33% 82
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Investment Partners Asset Management's ACWI Position: Q3 2026 in Review

Investment Partners Asset Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 6% in Q3 2026, selling an estimated $39.4K and leaving 3,866 shares worth $614K. The position accounts for 0.33% of the portfolio, ranked #82.

Investment Partners Asset Management first reported a position in ACWI in Q3 2025 and has held it in 5 quarters since. The position peaked at $781K in Q1 2026. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Investment Partners Asset Management held 3,866 shares of iShares MSCI ACWI ETF worth $614K as of Q3 2026.
  • Investment Partners Asset Management sold 248 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $39.4K.
  • iShares MSCI ACWI ETF made up 0.33% of Investment Partners Asset Management's portfolio in Q3 2026, its #82 holding.
  • Investment Partners Asset Management first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 5 quarters since.
  • Investment Partners Asset Management's iShares MSCI ACWI ETF position peaked at $781K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.