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Sapient Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sapient Capital’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 		$2.65M Hold
16,704
– – 0.04% 138
2026
Q2 		$2.62M Hold
16,704
– – 0.03% 137
2026
Q1 		$2.31M Buy
16,704
+403
+2% +$57.9K 0.03% 145
2025
Q4 		$2.32M Buy
16,301
+14,033
+619% +$1.97M 0.03% 148
2025
Q3 		$312K Sell
2,268
-126
-5% -$16.7K ﹤0.01% 302
2025
Q2 		$308K Sell
2,394
-193
-7% -$23.1K 0.01% 303
2025
Q1 		$301K Hold
2,587
– – 0.01% 297
2024
Q4 		$304K Buy
2,587
+121
+5% +$14.5K 0.01% 296
2024
Q3 		$295K Hold
2,466
– – 0.01% 316
2024
Q2 		$277K Hold
2,466
– – 0.01% 298
2024
Q1 		$272K Hold
2,466
– – 0.01% 307
2023
Q4 		$251K Buy
+2,466
New +$236K 0.01% 331

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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital's ACWI Position: Q3 2026 in Review

Sapient Capital held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 16,704 shares worth $2.65M. The position accounts for 0.04% of the portfolio, ranked #138.

Sapient Capital first reported a position in ACWI in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Sapient Capital held 16,704 shares of iShares MSCI ACWI ETF worth $2.65M as of Q3 2026.
  • Sapient Capital left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Sapient Capital's portfolio in Q3 2026, its #138 holding.
  • Sapient Capital first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 12 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.