Trilogy Capital
ACWI icon

Trilogy Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Trilogy Capital’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
Q3 		$4.23M Buy
26,632
+658
+3% +$105K 0.16% 103
2026
Q2 		$4.08M Buy
+25,974
New +$3.97M 0.16% 111

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Verger Capital Management
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AssetMark Inc
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

Trilogy Capital's ACWI Position: Q3 2026 in Review

Trilogy Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 2.5% in Q3 2026, buying an estimated $105K and bringing the position to 26,632 shares worth $4.23M. The position accounts for 0.16% of the portfolio, ranked #103.

Trilogy Capital first reported a position in ACWI in Q2 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Trilogy Capital held 26,632 shares of iShares MSCI ACWI ETF worth $4.23M as of Q3 2026.
  • Trilogy Capital bought 658 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $105K.
  • iShares MSCI ACWI ETF made up 0.16% of Trilogy Capital's portfolio in Q3 2026, its #103 holding.
  • Trilogy Capital first reported a position in iShares MSCI ACWI ETF in Q2 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.