Unique Wealth
ACWI icon

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
Q3 		$12.6M Buy
79,138
+999
+1% +$159K 1.43% 20
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 		$10M 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

Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Unique Wealth's ACWI Position: Q3 2026 in Review

Unique Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 1.3% in Q3 2026, buying an estimated $159K and bringing the position to 79,138 shares worth $12.6M. 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 11 quarters since. The position peaked at $14.6M in Q4 2025. 317 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Unique Wealth held 79,138 shares of iShares MSCI ACWI ETF worth $12.6M as of Q3 2026.
  • Unique Wealth bought 999 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $159K.
  • iShares MSCI ACWI ETF made up 1.43% of Unique Wealth's portfolio in Q3 2026, its #20 holding.
  • Unique Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 11 quarters since.
  • Unique Wealth's iShares MSCI ACWI ETF position peaked at $14.6M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.