Managed Asset Portfolios’s iShares MSCI ACWI ETF ACWI Stock Holding History

Managed Asset Portfolios’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	$757K	Sell	4,825 -647	-12%	-$98.8K	0.09%	44
2026 Q1	$757K	Sell	5,472 -14,102	-72%	-$2.03M	0.09%	42
2025 Q4	$2.77M	Buy	19,574 +14,732	+304%	+$2.07M	0.33%	43
2025 Q3	$669K	Buy	+4,842	New	+$643K	0.08%	45
2025 Q1	–	Sell	-59,002	Closed	-$6.93M	–	51
2024 Q4	$6.93M	Buy	59,002 +24,436	+71%	+$2.93M	1.03%	34
2024 Q3	$4.13M	Sell	34,566 -1,036	-3%	-$119K	0.58%	40
2024 Q2	$4M	Buy	35,602 +10,228	+40%	+$1.12M	0.59%	38
2024 Q1	$2.79M	Sell	25,374 -32,349	-56%	-$3.4M	0.41%	37
2023 Q4	$5.87M	Buy	+57,723	New	+$5.52M	0.89%	33
2023 Q1	–	Sell	-33,680	Closed	-$2.86M	–	38
2022 Q4	$2.86M	Buy	+33,680	New	+$2.83M	0.45%	36

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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 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

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Managed Asset Portfolios's ACWI Position: Q2 2026 in Review

Managed Asset Portfolios reduced its iShares MSCI ACWI ETF (ACWI) stake by 12% in Q2 2026, selling an estimated $98.8K and leaving 4,825 shares worth $757K. The position accounts for 0.09% of the portfolio, ranked #44.

Managed Asset Portfolios first reported a position in ACWI in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.93M in Q4 2024. 475 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Managed Asset Portfolios held 4,825 shares of iShares MSCI ACWI ETF worth $757K as of Q2 2026.
Managed Asset Portfolios sold 647 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $98.8K.
iShares MSCI ACWI ETF made up 0.09% of Managed Asset Portfolios's portfolio in Q2 2026, its #44 holding.
Managed Asset Portfolios first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 10 quarters since.
Managed Asset Portfolios's iShares MSCI ACWI ETF position peaked at $6.93M in Q4 2024.
475 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Managed Asset Portfolios's 13F filing for Q2 2026, filed 6 Aug 2026.