Seven Post Investment Office’s iShares MSCI ACWI ETF ACWI Stock Holding History

Seven Post Investment Office’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	$391K	Hold	2,494	–	–	0.11%	34
2026 Q1	$345K	Buy	2,494 +6	+0.2%	+$862	0.11%	32
2025 Q4	$352K	Hold	2,488	–	–	0.13%	32
2025 Q3	$344K	Hold	2,488	–	–	0.12%	29
2025 Q2	$320K	Hold	2,488	–	–	0.12%	30
2025 Q1	$290K	Hold	2,488	–	–	0.11%	31
2024 Q4	$292K	Hold	2,488	–	–	0.11%	31
2024 Q3	$297K	Hold	2,488	–	–	0.05%	47
2024 Q2	$280K	Hold	2,488	–	–	0.05%	49
2024 Q1	$274K	Hold	2,488	–	–	0.07%	49
2023 Q4	$253K	Hold	2,488	–	–	0.06%	51
2023 Q3	$230K	Hold	2,488	–	–	0.06%	51
2023 Q2	$239K	Hold	2,488	–	–	0.07%	51
2023 Q1	$227K	Hold	2,488	–	–	0.08%	49
2022 Q4	$211K	Buy	+2,488	New	+$209K	0.07%	52
2022 Q3	–	Sell	-2,488	Closed	-$209K	–	45
2022 Q2	$209K	Sell	2,488 -6,100	-71%	-$555K	0.08%	46
2022 Q1	$857K	Hold	8,588	–	–	0.26%	25
2021 Q4	$908K	Hold	8,588	–	–	0.25%	25
2021 Q3	$858K	Hold	8,588	–	–	0.27%	25
2021 Q2	$869K	Buy	8,588 +6,100	+245%	+$608K	0.26%	26
2021 Q1	$237K	Hold	2,488	–	–	0.08%	39
2020 Q4	$226K	Buy	+2,488	New	+$213K	0.09%	40
2020 Q2	–	Sell	-16,521	Closed	-$1.03M	–	43
2020 Q1	$1.03M	Buy	+16,521	New	+$1.22M	0.54%	18

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Seven Post Investment Office's ACWI Position: Q2 2026 in Review

Seven Post Investment Office held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,494 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #34.

Seven Post Investment Office first reported a position in ACWI in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2020. 358 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Seven Post Investment Office held 2,494 shares of iShares MSCI ACWI ETF worth $391K as of Q2 2026.
Seven Post Investment Office left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.11% of Seven Post Investment Office's portfolio in Q2 2026, its #34 holding.
Seven Post Investment Office first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 23 quarters since.
Seven Post Investment Office's iShares MSCI ACWI ETF position peaked at $1.03M in Q1 2020.
358 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.