Signature Estate & Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Signature Estate & Investment 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 Q2	$1.31M	Buy	8,338 +51	+0.6%	+$7.79K	0.02%	222
2026 Q1	$1.15M	Buy	8,287 +6,729	+432%	+$967K	0.02%	250
2025 Q4	$220K	Buy	1,558 +34	+2%	+$4.77K	﹤0.01%	567
2025 Q3	$211K	Sell	1,524 -153	-9%	-$20.3K	﹤0.01%	567
2025 Q2	$216K	Buy	+1,677	New	+$201K	0.01%	540
2018 Q1	–	Sell	-1,688	Closed	-$122K	–	148
2017 Q4	$122K	Buy	+1,688	New	+$119K	0.01%	151

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

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

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

Signature Estate & Investment Advisors's ACWI Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.62% in Q2 2026, buying an estimated $7.79K and bringing the position to 8,338 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #222.

Signature Estate & Investment Advisors first reported a position in ACWI in Q4 2017 and has held it in 6 quarters since. 433 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Signature Estate & Investment Advisors held 8,338 shares of iShares MSCI ACWI ETF worth $1.31M as of Q2 2026.
Signature Estate & Investment Advisors bought 51 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $7.79K.
iShares MSCI ACWI ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #222 holding.
Signature Estate & Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 6 quarters since.
433 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.