LWM Advisors
ACWI icon

LWM Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

LWM Advisors’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 		$432K Hold
2,723
– – 0.33% 20
2026
Q2 		$427K Sell
2,723
-30
-1% -$4.58K 0.32% 19
2026
Q1 		$381K Hold
2,753
– – 0.33% 17
2025
Q4 		$390K Hold
2,753
– – 0.34% 17
2025
Q3 		$381K Hold
2,753
– – 0.34% 17
2025
Q2 		$354K Hold
2,753
– – 0.34% 16
2025
Q1 		$328K Hold
2,753
– – 0.34% 16
2024
Q4 		$323K Buy
+2,753
New +$330K 0.32% 16

Other funds holding ACWI

Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

LWM Advisors's ACWI Position: Q3 2026 in Review

LWM Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 2,723 shares worth $432K. The position accounts for 0.33% of the portfolio, ranked #20.

LWM Advisors first reported a position in ACWI in Q4 2024 and has held it in 8 quarters since. 226 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • LWM Advisors held 2,723 shares of iShares MSCI ACWI ETF worth $432K as of Q3 2026.
  • LWM Advisors left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 0.33% of LWM Advisors's portfolio in Q3 2026, its #20 holding.
  • LWM Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 8 quarters since.
  • 226 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.