Plan Group Financial
ACWI icon

Plan Group Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Plan Group 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
Q3 		$16.3M Buy
102,407
+65
+0.1% +$10.3K 3.19% 5
2026
Q2 		$16.1M Buy
102,342
+4,893
+5% +$748K 3.31% 1
2026
Q1 		$13.5M Buy
97,449
+420
+0.4% +$60.4K 3.16% 3
2025
Q4 		$13.7M Sell
97,029
-3,403
-3% -$478K 3.56% 3
2025
Q3 		$13.9M Sell
100,432
-2,492
-2% -$331K 3.73% 3
2025
Q2 		$13.2M Sell
102,924
-7,844
-7% -$940K 4.35% 2
2025
Q1 		$12.9M Buy
110,768
+31,919
+40% +$3.82M 4.6% 2
2024
Q4 		$9.26M Sell
78,849
-971
-1% -$117K 4.89% 3
2024
Q3 		$9.5M Buy
79,820
+2,603
+3% +$298K 5.04% 3
2024
Q2 		$8.68M Buy
77,217
+3,776
+5% +$415K 5.31% 3
2024
Q1 		$8.09M Buy
73,441
+8,487
+13% +$891K 5.31% 3
2023
Q4 		$6.61M Sell
64,954
-79,078
-55% -$7.57M 5.8% 3
2023
Q3 		$13.3M Buy
144,032
+91,972
+177% +$8.82M 9.58% 1
2023
Q2 		$4.99M Buy
+52,060
New +$4.83M 4.17% 6

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

Plan Group Financial's ACWI Position: Q3 2026 in Review

Plan Group Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 0.06% in Q3 2026, buying an estimated $10.3K and bringing the position to 102,407 shares worth $16.3M. The position accounts for 3.19% of the portfolio, ranked #5.

Plan Group Financial first reported a position in ACWI in Q2 2023 and has held it in 14 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Plan Group Financial held 102,407 shares of iShares MSCI ACWI ETF worth $16.3M as of Q3 2026.
  • Plan Group Financial bought 65 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $10.3K.
  • iShares MSCI ACWI ETF made up 3.19% of Plan Group Financial's portfolio in Q3 2026, its #5 holding.
  • Plan Group Financial first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 14 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.