SteelPeak Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

SteelPeak Wealth’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	$4.51M	Sell	28,716 -19,881	-41%	-$3.04M	0.12%	136
2026 Q1	$6.72M	Buy	48,597 +20,619	+74%	+$2.96M	0.21%	99
2025 Q4	$3.96M	Buy	+27,978	New	+$3.93M	0.13%	121
2025 Q2	–	Sell	-48,426	Closed	-$5.64M	–	572
2025 Q1	$5.64M	Buy	+48,426	New	+$5.8M	0.23%	94
2024 Q4	–	Sell	-48,523	Closed	-$5.8M	–	567
2024 Q3	$5.8M	Buy	+48,523	New	+$5.56M	0.25%	81
2024 Q2	–	Sell	-42,385	Closed	-$4.67M	–	539
2024 Q1	$4.67M	Buy	42,385 +34,408	+431%	+$3.61M	0.24%	81
2023 Q4	$812K	Sell	7,977 -36,607	-82%	-$3.5M	0.05%	230
2023 Q3	$4.12M	Buy	+44,584	New	+$4.28M	0.26%	79
2023 Q2	–	Sell	-2,329	Closed	-$212K	–	446
2023 Q1	$212K	Sell	2,329 -71,541	-97%	-$6.38M	0.01%	343
2022 Q4	$6.27M	Sell	73,870 -19,276	-21%	-$1.62M	0.46%	58
2022 Q3	$7.25M	Buy	93,146 +73,532	+375%	+$6.35M	0.54%	53
2022 Q2	$1.65M	Sell	19,614 -22,891	-54%	-$2.08M	0.12%	125
2022 Q1	$4.24M	Sell	42,505 -70,196	-62%	-$6.99M	0.24%	80
2021 Q4	$11.9M	Buy	+112,701	New	+$11.8M	0.67%	33

Other funds holding ACWI

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

BTI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

SteelPeak Wealth's ACWI Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 41% in Q2 2026, selling an estimated $3.04M and leaving 28,716 shares worth $4.51M. The position accounts for 0.12% of the portfolio, ranked #136.

SteelPeak Wealth first reported a position in ACWI in Q4 2021 and has held it in 14 quarters since. The position peaked at $11.9M in Q4 2021. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

SteelPeak Wealth held 28,716 shares of iShares MSCI ACWI ETF worth $4.51M as of Q2 2026.
SteelPeak Wealth sold 19,881 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $3.04M.
iShares MSCI ACWI ETF made up 0.12% of SteelPeak Wealth's portfolio in Q2 2026, its #136 holding.
SteelPeak Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 14 quarters since.
SteelPeak Wealth's iShares MSCI ACWI ETF position peaked at $11.9M in Q4 2021.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.