Matthew Hamilton Rosenberg’s iShares MSCI ACWI ETF ACWI Stock Holding History

Matthew Hamilton Rosenberg’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	$125K	Hold	786	–	–	0.02%	315
2026 Q2	$123K	Hold	786	–	–	0.02%	318
2026 Q1	$109K	Hold	786	–	–	0.02%	312
2025 Q4	$111K	Hold	786	–	–	0.02%	310
2025 Q3	$109K	Hold	786	–	–	0.02%	317
2025 Q2	$101K	Buy	+786	New	+$94.2K	0.02%	326
2021 Q3	–	Sell	-439	Closed	-$44K	–	688
2021 Q2	$44K	Hold	439	–	–	0.02%	376
2021 Q1	$12K	Sell	439 -5	-1%	-$470	0.01%	472
2020 Q4	$40K	Sell	444 -2	-0.4%	-$171	0.03%	353
2020 Q3	$36K	Sell	446 -5	-1%	-$396	0.03%	338
2020 Q2	$33K	Buy	+451	New	+$31.5K	0.03%	353

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

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

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

Matthew Hamilton Rosenberg's ACWI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 786 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #315.

Matthew Hamilton Rosenberg first reported a position in ACWI in Q2 2020 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Matthew Hamilton Rosenberg held 786 shares of iShares MSCI ACWI ETF worth $125K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #315 holding.
Matthew Hamilton Rosenberg first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 11 quarters since.
29 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.