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Strategic Blueprint’s iShares MSCI ACWI ETF ACWI Stock Holding History

Strategic Blueprint’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 		$2.32M Sell
14,792
-7
-0% -$1.07K 0.12% 180
2026
Q1 		$2.05M Sell
14,799
-764
-5% -$110K 0.12% 175
2025
Q4 		$2.2M Sell
15,563
-1,130
-7% -$159K 0.13% 160
2025
Q3 		$2.31M Buy
16,693
+86
+0.5% +$11.4K 0.1% 186
2025
Q2 		$2.14M Buy
16,607
+665
+4% +$79.7K 0.1% 181
2025
Q1 		$1.86M Sell
15,942
-336
-2% -$40.3K 0.1% 188
2024
Q4 		$1.91M Sell
16,278
-5
-0% -$600 0.11% 159
2024
Q3 		$1.95M Sell
16,283
-32
-0.2% -$3.67K 0.12% 159
2024
Q2 		$1.83M Sell
16,315
-765
-4% -$84.1K 0.12% 159
2024
Q1 		$1.88M Sell
17,080
-4,494
-21% -$472K 0.13% 152
2023
Q4 		$2.2M Sell
21,574
-267
-1% -$25.5K 0.18% 124
2023
Q3 		$2.02M Sell
21,841
-8
-0% -$768 0.19% 119
2023
Q2 		$2.1M Sell
21,849
-24
-0.1% -$2.23K 0.2% 107
2023
Q1 		$1.99M Sell
21,873
-1,190
-5% -$106K 0.21% 115
2022
Q4 		$1.96M Sell
23,063
-165
-0.7% -$13.9K 0.23% 117
2022
Q3 		$1.81M Sell
23,228
-1,070
-4% -$92.4K 0.22% 112
2022
Q2 		$2.04M Hold
24,298
– – 0.25% 102
2022
Q1 		$2.42M Hold
24,298
– – 0.28% 88
2021
Q4 		$2.57M Sell
24,298
-8,150
-25% -$852K 0.32% 69
2021
Q3 		$3.24M Sell
32,448
-3,510
-10% -$360K 0.5% 48
2021
Q2 		$3.64M Sell
35,958
-7,800
-18% -$777K 0.57% 36
2021
Q1 		$4.16M Sell
43,758
-11,817
-21% -$1.11M 0.88% 23
2020
Q4 		$5.04M Sell
55,575
-3,543
-6% -$303K 1.27% 16
2020
Q3 		$4.72M Sell
59,118
-44,110
-43% -$3.49M 1.46% 18
2020
Q2 		$7.61M Sell
103,228
-17,258
-14% -$1.2M 2.68% 9
2020
Q1 		$7.54M Buy
+120,486
New +$8.92M 4.4% 1
2019
Q4 		– Sell
-20
Closed -$1K – 95
2019
Q3 		$1K Buy
+20
New +$1.47K ﹤0.01% 410

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
AssetMark Inc
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

Strategic Blueprint's ACWI Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.05% in Q2 2026, selling an estimated $1.07K and leaving 14,792 shares worth $2.32M. The position accounts for 0.12% of the portfolio, ranked #180.

Strategic Blueprint first reported a position in ACWI in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.61M in Q2 2020. 337 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Strategic Blueprint held 14,792 shares of iShares MSCI ACWI ETF worth $2.32M as of Q2 2026.
  • Strategic Blueprint sold 7 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.07K.
  • iShares MSCI ACWI ETF made up 0.12% of Strategic Blueprint's portfolio in Q2 2026, its #180 holding.
  • Strategic Blueprint first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 27 quarters since.
  • Strategic Blueprint's iShares MSCI ACWI ETF position peaked at $7.61M in Q2 2020.
  • 337 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.