NavPoint Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

NavPoint Financial’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	$1.39M	Buy	8,850 +57	+0.6%	+$8.71K	0.51%	37
2026 Q1	$1.22M	Hold	8,793	–	–	0.49%	38
2025 Q4	$1.24M	Buy	8,793 +76	+0.9%	+$10.7K	0.53%	36
2025 Q3	$1.21M	Hold	8,717	–	–	0.63%	29
2025 Q2	$1.12M	Buy	8,717 +67	+0.8%	+$8.03K	0.68%	27
2025 Q1	$1.01M	Hold	8,650	–	–	0.71%	25
2024 Q4	$1.02M	Buy	8,650 +78	+0.9%	+$9.36K	0.8%	25
2024 Q3	$1.02M	Hold	8,572	–	–	0.83%	26
2024 Q2	$964K	Buy	8,572 +71	+0.8%	+$7.8K	0.84%	25
2024 Q1	$936K	Hold	8,501	–	–	0.81%	26
2023 Q4	$865K	Buy	+8,501	New	+$813K	0.79%	25

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

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

NavPoint Financial's ACWI Position: Q2 2026 in Review

NavPoint Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 0.65% in Q2 2026, buying an estimated $8.71K and bringing the position to 8,850 shares worth $1.39M. The position accounts for 0.51% of the portfolio, ranked #37.

NavPoint Financial first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

NavPoint Financial held 8,850 shares of iShares MSCI ACWI ETF worth $1.39M as of Q2 2026.
NavPoint Financial bought 57 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $8.71K.
iShares MSCI ACWI ETF made up 0.51% of NavPoint Financial's portfolio in Q2 2026, its #37 holding.
NavPoint Financial first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
337 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.