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RTD Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

RTD Financial 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 		$714K Hold
4,500
– – 0.08% 80
2026
Q2 		$706K Hold
4,500
– – 0.08% 83
2026
Q1 		$623K Buy
+4,500
New +$647K 0.08% 81

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
PA
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
SC
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

RTD Financial Advisors's ACWI Position: Q3 2026 in Review

RTD Financial Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 4,500 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #80.

RTD Financial Advisors first reported a position in ACWI in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • RTD Financial Advisors held 4,500 shares of iShares MSCI ACWI ETF worth $714K as of Q3 2026.
  • RTD Financial Advisors left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 0.08% of RTD Financial Advisors's portfolio in Q3 2026, its #80 holding.
  • RTD Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.