Warburton Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Warburton Capital Management’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	$280K	Sell	1,789 -285	-14%	-$43.5K	0.11%	54
2026 Q1	$300K	Sell	2,074 -346	-14%	-$49.7K	0.15%	42
2025 Q4	$342K	Buy	2,420 +21	+0.9%	+$2.95K	0.19%	37
2025 Q3	$333K	Hold	2,399	–	–	0.2%	39
2025 Q2	$314K	Buy	2,399 +18	+0.8%	+$2.16K	0.19%	36
2025 Q1	$277K	Hold	2,381	–	–	0.2%	34
2024 Q4	$279K	Buy	+2,381	New	+$286K	0.21%	30

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

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

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

Warburton Capital Management's ACWI Position: Q2 2026 in Review

Warburton Capital Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 14% in Q2 2026, selling an estimated $43.5K and leaving 1,789 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #54.

Warburton Capital Management first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q4 2025. 481 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Warburton Capital Management held 1,789 shares of iShares MSCI ACWI ETF worth $280K as of Q2 2026.
Warburton Capital Management sold 285 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $43.5K.
iShares MSCI ACWI ETF made up 0.11% of Warburton Capital Management's portfolio in Q2 2026, its #54 holding.
Warburton Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
Warburton Capital Management's iShares MSCI ACWI ETF position peaked at $342K in Q4 2025.
481 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.