Mill Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mill Capital 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	$238K	Hold	1,500	–	–	0.02%	114
2026 Q2	$235K	Hold	1,500	–	–	0.02%	116
2026 Q1	$208K	Hold	1,500	–	–	0.02%	121
2025 Q4	$212K	Buy	+1,500	New	+$211K	0.02%	117
2023 Q3	–	Sell	-1,200	Closed	-$115K	–	118
2023 Q2	$115K	Hold	1,200	–	–	0.01%	119
2023 Q1	$109K	Hold	1,200	–	–	0.01%	125
2022 Q4	$102K	Hold	1,200	–	–	0.01%	125
2022 Q3	$93K	Buy	+1,200	New	+$104K	0.01%	117

Other funds holding ACWI

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Mill Capital Management's ACWI Position: Q3 2026 in Review

Mill Capital Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 1,500 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #114.

Mill Capital Management first reported a position in ACWI in Q3 2022 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Mill Capital Management held 1,500 shares of iShares MSCI ACWI ETF worth $238K as of Q3 2026.
Mill Capital Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.02% of Mill Capital Management's portfolio in Q3 2026, its #114 holding.
Mill Capital Management first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 8 quarters since.
450 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.