RiverTree Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

RiverTree Advisors’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	$2.09M	Buy	13,139 +94	+0.7%	+$14.9K	1.24%	25
2026 Q2	$2.05M	Buy	13,045 +7,538	+137%	+$1.15M	1.21%	26
2026 Q1	$762K	Sell	5,507 -332	-6%	-$47.7K	0.48%	45
2025 Q4	$826K	Buy	5,839 +2,553	+78%	+$358K	0.53%	38
2025 Q3	$454K	Buy	3,286 +1,390	+73%	+$185K	0.29%	46
2025 Q2	$244K	Buy	1,896 +41	+2%	+$4.92K	0.16%	49
2025 Q1	$216K	Sell	1,855 -7,508	-80%	-$900K	0.14%	55
2024 Q4	$1.1M	Buy	+9,363	New	+$1.12M	0.72%	32

Other funds holding ACWI

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

RiverTree Advisors's ACWI Position: Q3 2026 in Review

RiverTree Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.72% in Q3 2026, buying an estimated $14.9K and bringing the position to 13,139 shares worth $2.09M. The position accounts for 1.24% of the portfolio, ranked #25.

RiverTree Advisors first reported a position in ACWI in Q4 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

RiverTree Advisors held 13,139 shares of iShares MSCI ACWI ETF worth $2.09M as of Q3 2026.
RiverTree Advisors bought 94 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $14.9K.
iShares MSCI ACWI ETF made up 1.24% of RiverTree Advisors's portfolio in Q3 2026, its #25 holding.
RiverTree Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 8 quarters since.
144 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.