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Sellwood Investment Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sellwood Investment Partners’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 		$3.01M Buy
19,160
+934
+5% +$143K 1.06% 19
2026
Q1 		$2.52M Sell
18,226
-1,682
-8% -$242K 0.99% 18
2025
Q4 		$2.82M Sell
19,908
-255
-1% -$35.8K 1.1% 17
2025
Q3 		$2.79M Buy
+20,163
New +$2.68M 1.11% 17

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
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
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
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sellwood Investment Partners's ACWI Position: Q2 2026 in Review

Sellwood Investment Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 5.1% in Q2 2026, buying an estimated $143K and bringing the position to 19,160 shares worth $3.01M. The position accounts for 1.06% of the portfolio, ranked #19.

Sellwood Investment Partners first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Sellwood Investment Partners held 19,160 shares of iShares MSCI ACWI ETF worth $3.01M as of Q2 2026.
  • Sellwood Investment Partners bought 934 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $143K.
  • iShares MSCI ACWI ETF made up 1.06% of Sellwood Investment Partners's portfolio in Q2 2026, its #19 holding.
  • Sellwood Investment Partners first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.