Thurston Springer Miller Herd & Titak’s iShares MSCI ACWI ETF ACWI Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.32M	Buy	8,421 +1,856	+28%	+$284K	0.48%	48
2026 Q1	$908K	Buy	6,565 +509	+8%	+$73.2K	0.38%	63
2025 Q4	$857K	Buy	6,056 +5,626	+1,308%	+$790K	0.3%	86
2025 Q3	$59.4K	Sell	430 -13,753	-97%	-$1.83M	0.12%	192
2025 Q2	$1.82M	Buy	14,183 +11,135	+365%	+$1.34M	0.24%	113
2025 Q1	$355K	Buy	3,048 +894	+42%	+$107K	0.06%	232
2024 Q4	$253K	Buy	2,154 +1,053	+96%	+$126K	0.05%	248
2024 Q3	$132K	Buy	1,101 +387	+54%	+$44.3K	0.04%	348
2024 Q2	$80.5K	Sell	714 -5,077	-88%	-$558K	0.03%	451
2024 Q1	$638K	Buy	+5,791	New	+$608K	0.26%	31

Other funds holding ACWI

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

BTI

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

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's ACWI Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares MSCI ACWI ETF (ACWI) stake by 28% in Q2 2026, buying an estimated $284K and bringing the position to 8,421 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #48.

Thurston Springer Miller Herd & Titak first reported a position in ACWI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.82M in Q2 2025. 296 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Thurston Springer Miller Herd & Titak held 8,421 shares of iShares MSCI ACWI ETF worth $1.32M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 1,856 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $284K.
iShares MSCI ACWI ETF made up 0.48% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #48 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 10 quarters since.
Thurston Springer Miller Herd & Titak's iShares MSCI ACWI ETF position peaked at $1.82M in Q2 2025.
296 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.