LJAC
ACWI icon

L.J. Altfest & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

L.J. Altfest & Co’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 		$569K Buy
3,624
+6
+0.2% +$917 0.06% 207
2026
Q1 		$501K Hold
3,618
– – 0.05% 224
2025
Q4 		$512K Buy
3,618
+8
+0.2% +$1.12K 0.06% 223
2025
Q3 		$499K Sell
3,610
-1,692
-32% -$225K 0.06% 231
2025
Q2 		$682K Sell
5,302
-153
-3% -$18.3K 0.08% 180
2025
Q1 		$635K Hold
5,455
– – 0.08% 176
2024
Q4 		$641K Buy
5,455
+8
+0.1% +$960 0.08% 173
2024
Q3 		$651K Sell
5,447
-15
-0.3% -$1.72K 0.09% 179
2024
Q2 		$614K Buy
5,462
+8
+0.1% +$879 0.08% 167
2024
Q1 		$601K Hold
5,454
– – 0.09% 168
2023
Q4 		$555K Buy
5,454
+8
+0.1% +$765 0.08% 169
2023
Q3 		$503K Sell
5,446
-436
-7% -$41.8K 0.08% 178
2023
Q2 		$564K Buy
5,882
+9
+0.2% +$835 0.08% 165
2023
Q1 		$535K Hold
5,873
– – 0.08% 158
2022
Q4 		$499K Buy
5,873
+7
+0.1% +$589 0.08% 158
2022
Q3 		$457K Hold
5,866
– – 0.09% 151
2022
Q2 		$492K Buy
5,866
+8
+0.1% +$728 0.09% 149
2022
Q1 		$584K Buy
5,858
+6
+0.1% +$598 0.1% 139
2021
Q4 		$619K Buy
5,852
+8
+0.1% +$836 0.12% 127
2021
Q3 		$584K Hold
5,844
– – 0.12% 121
2021
Q2 		$591K Buy
5,844
+9
+0.2% +$897 0.13% 124
2021
Q1 		$555K Hold
5,835
– – 0.13% 125
2020
Q4 		$529K Sell
5,835
-235
-4% -$20.1K 0.13% 124
2020
Q3 		$485K Sell
6,070
-2,597
-30% -$206K 0.13% 122
2020
Q2 		$639K Sell
8,667
-51,013
-85% -$3.56M 0.18% 92
2020
Q1 		$3.73M Sell
59,680
-8,468
-12% -$627K 1.17% 15
2019
Q4 		$5.4M Sell
68,148
-1,032
-1% -$78.9K 1.36% 14
2019
Q3 		$5.1M Sell
69,180
-46,667
-40% -$3.42M 1.32% 18
2019
Q2 		$8.54M Sell
115,847
-12,378
-10% -$903K 2.27% 11
2019
Q1 		$9.25M Buy
128,225
+554
+0.4% +$38.5K 2.25% 9
2018
Q4 		$8.19M Buy
+127,671
New +$8.77M 2.29% 8

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

L.J. Altfest & Co's ACWI Position: Q2 2026 in Review

L.J. Altfest & Co increased its iShares MSCI ACWI ETF (ACWI) stake by 0.17% in Q2 2026, buying an estimated $917 and bringing the position to 3,624 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #207.

L.J. Altfest & Co first reported a position in ACWI in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.25M in Q1 2019. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • L.J. Altfest & Co held 3,624 shares of iShares MSCI ACWI ETF worth $569K as of Q2 2026.
  • L.J. Altfest & Co bought 6 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $917.
  • iShares MSCI ACWI ETF made up 0.06% of L.J. Altfest & Co's portfolio in Q2 2026, its #207 holding.
  • L.J. Altfest & Co first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 31 quarters since.
  • L.J. Altfest & Co's iShares MSCI ACWI ETF position peaked at $9.25M in Q1 2019.
  • 350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.