Verum Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Verum Partners’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	$7.08M	Sell	45,092 -1,741	-4%	-$266K	1.06%	18
2026 Q1	$6.48M	Sell	46,833 -295	-0.6%	-$42.4K	1.23%	19
2025 Q4	$6.67M	Sell	47,128 -396	-0.8%	-$55.6K	1.34%	15
2025 Q3	$6.57M	Sell	47,524 -711	-1%	-$94.4K	1.4%	16
2025 Q2	$6.2M	Buy	+48,235	New	+$5.78M	1.43%	16

Other funds holding ACWI

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

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Verum Partners's ACWI Position: Q2 2026 in Review

Verum Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.7% in Q2 2026, selling an estimated $266K and leaving 45,092 shares worth $7.08M. The position accounts for 1.06% of the portfolio, ranked #18.

Verum Partners first reported a position in ACWI in Q2 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Verum Partners held 45,092 shares of iShares MSCI ACWI ETF worth $7.08M as of Q2 2026.
Verum Partners sold 1,741 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $266K.
iShares MSCI ACWI ETF made up 1.06% of Verum Partners's portfolio in Q2 2026, its #18 holding.
Verum Partners first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.