Total Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Total Investment Management’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	$229K	Buy	1,466 +9	+0.6%	+$1.38K	0.02%	77
2026 Q1	$202K	Hold	1,457	–	–	0.02%	87
2025 Q4	$206K	Buy	+1,457	New	+$204K	0.03%	81
2025 Q3	–	Sell	-1,444	Closed	-$186K	–	89
2025 Q2	$186K	Buy	+1,444	New	+$173K	0.03%	83

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

Total Investment Management's ACWI Position: Q2 2026 in Review

Total Investment Management increased its iShares MSCI ACWI ETF (ACWI) stake by 0.62% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,466 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #77.

Total Investment Management first reported a position in ACWI in Q2 2025 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Total Investment Management held 1,466 shares of iShares MSCI ACWI ETF worth $229K as of Q2 2026.
Total Investment Management bought 9 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.38K.
iShares MSCI ACWI ETF made up 0.02% of Total Investment Management's portfolio in Q2 2026, its #77 holding.
Total Investment Management first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 4 quarters since.
375 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.