Vista Capital Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Vista Capital 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	$224K	Sell	1,426 -106	-7%	-$16.2K	0.02%	156
2026 Q1	$212K	Sell	1,532 -65	-4%	-$9.34K	0.02%	150
2025 Q4	$226K	Sell	1,597 -81	-5%	-$11.4K	0.02%	139
2025 Q3	$232K	Sell	1,678 -135	-7%	-$17.9K	0.02%	123
2025 Q2	$233K	Hold	1,813	–	–	0.03%	110
2025 Q1	$211K	Sell	1,813 -95	-5%	-$11.4K	0.03%	107
2024 Q4	$224K	Sell	1,908 -169	-8%	-$20.3K	0.03%	107
2024 Q3	$248K	Hold	2,077	–	–	0.03%	90
2024 Q2	$233K	Hold	2,077	–	–	0.03%	83
2024 Q1	$229K	Hold	2,077	–	–	0.03%	85
2023 Q4	$211K	Buy	+2,077	New	+$199K	0.03%	83
2022 Q2	–	Sell	-2,077	Closed	-$207K	–	83
2022 Q1	$207K	Hold	2,077	–	–	0.03%	86
2021 Q4	$220K	Hold	2,077	–	–	0.03%	87
2021 Q3	$208K	Hold	2,077	–	–	0.03%	72
2021 Q2	$210K	Buy	+2,077	New	+$207K	0.03%	69
2019 Q1	–	Sell	-3,207	Closed	-$205K	–	54
2018 Q4	$205K	Sell	3,207 -120	-4%	-$8.24K	0.05%	51
2018 Q3	$247K	Hold	3,327	–	–	0.05%	49
2018 Q2	$236K	Sell	3,327 -9	-0.3%	-$653	0.05%	47
2018 Q1	$239K	Sell	3,336 -792	-19%	-$58.3K	0.05%	47
2017 Q4	$240K	Buy	4,128 +331	+9%	+$23.4K	0.05%	46
2017 Q3	$261K	Buy	3,797 +450	+13%	+$30.3K	0.06%	43
2017 Q2	$219K	Hold	3,347	–	–	0.06%	49
2017 Q1	$212K	Sell	3,347 -914	-21%	-$56.6K	0.06%	47
2016 Q4	$252K	Hold	4,261	–	–	0.07%	45
2016 Q3	$252K	Hold	4,261	–	–	0.07%	42
2016 Q2	$240K	Hold	4,261	–	–	0.07%	35
2016 Q1	$239K	Hold	4,261	–	–	0.07%	35
2015 Q4	$238K	Sell	4,261 -24	-0.6%	-$1.37K	0.07%	41
2015 Q3	$231K	Hold	4,285	–	–	0.08%	40
2015 Q2	$255K	Buy	+4,285	New	+$265K	0.08%	39

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vista Capital Partners's ACWI Position: Q2 2026 in Review

Vista Capital Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 6.9% in Q2 2026, selling an estimated $16.2K and leaving 1,426 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #156.

Vista Capital Partners first reported a position in ACWI in Q2 2015 and has held it in 30 quarters since. The position peaked at $261K in Q3 2017. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Vista Capital Partners held 1,426 shares of iShares MSCI ACWI ETF worth $224K as of Q2 2026.
Vista Capital Partners sold 106 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $16.2K.
iShares MSCI ACWI ETF made up 0.02% of Vista Capital Partners's portfolio in Q2 2026, its #156 holding.
Vista Capital Partners first reported a position in iShares MSCI ACWI ETF in Q2 2015 and has held it in 30 quarters since.
Vista Capital Partners's iShares MSCI ACWI ETF position peaked at $261K in Q3 2017.
350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.