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

Unique 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	$12.3M	Sell	78,139 -19,856	-20%	-$3.03M	1.43%	20
2026 Q1	$13.6M	Sell	97,995 -5,148	-5%	-$740K	1.87%	14
2025 Q4	$14.6M	Buy	103,143 +3,936	+4%	+$552K	2.04%	13
2025 Q3	$13.7M	Buy	99,207 +6,163	+7%	+$819K	2.01%	13
2025 Q2	$12M	Buy	93,044 +12,457	+15%	+$1.49M	1.93%	13
2025 Q1	$9.38M	Sell	80,587 -4,324	-5%	-$518K	1.77%	13
2024 Q4	$9.98M	Buy	84,911 +35,088	+70%	+$4.21M	2.08%	10
2024 Q3	$5.96M	Buy	49,823 +18,005	+57%	+$2.06M	1.36%	13
2024 Q2	$3.58M	Buy	31,818 +16,912	+113%	+$1.86M	0.94%	25
2024 Q1	$1.64M	Buy	+14,906	New	+$1.57M	0.46%	33

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

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

Unique Wealth's ACWI Position: Q2 2026 in Review

Unique Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 20% in Q2 2026, selling an estimated $3.03M and leaving 78,139 shares worth $12.3M. The position accounts for 1.43% of the portfolio, ranked #20.

Unique Wealth first reported a position in ACWI in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.6M in Q4 2025. 320 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Unique Wealth held 78,139 shares of iShares MSCI ACWI ETF worth $12.3M as of Q2 2026.
Unique Wealth sold 19,856 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $3.03M.
iShares MSCI ACWI ETF made up 1.43% of Unique Wealth's portfolio in Q2 2026, its #20 holding.
Unique Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 10 quarters since.
Unique Wealth's iShares MSCI ACWI ETF position peaked at $14.6M in Q4 2025.
320 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.