Wealthcare Advisory Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealthcare Advisory 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 Q3	$402K	Buy	2,529 +1,155	+84%	+$183K	0.01%	808
2026 Q2	$216K	Buy	+1,374	New	+$210K	﹤0.01%	1016
2024 Q3	–	Sell	-1,848	Closed	-$208K	–	873
2024 Q2	$208K	Buy	+1,848	New	+$203K	0.01%	780
2024 Q1	–	Sell	-4,281	Closed	-$436K	–	799
2023 Q4	$436K	Sell	4,281 -486	-10%	-$46.5K	0.02%	509
2023 Q3	$440K	Sell	4,767 -625	-12%	-$60K	0.02%	464
2023 Q2	$517K	Sell	5,392 -569	-10%	-$52.8K	0.02%	441
2023 Q1	$543K	Buy	5,961 +1,657	+38%	+$148K	0.02%	435
2022 Q4	$365K	Buy	+4,304	New	+$362K	0.02%	491
2021 Q2	–	Sell	-307	Closed	-$29K	–	563
2021 Q1	$29K	Buy	+307	New	+$28.8K	﹤0.01%	1069
2020 Q2	–	Sell	-196	Closed	-$12K	–	329
2020 Q1	$12K	Buy	196 +103	+111%	+$7.63K	﹤0.01%	863
2019 Q4	$7K	Sell	93 -130	-58%	-$9.9K	﹤0.01%	1020
2019 Q3	$16K	Buy	223 +130	+140%	+$9.5K	﹤0.01%	801
2019 Q2	$7K	Hold	93	–	–	﹤0.01%	973
2019 Q1	$7K	Hold	93	–	–	﹤0.01%	885
2018 Q4	$6K	Hold	93	–	–	﹤0.01%	882
2018 Q3	$7K	Hold	93	–	–	﹤0.01%	920
2018 Q2	$7K	Hold	93	–	–	﹤0.01%	913
2018 Q1	$7K	Hold	93	–	–	﹤0.01%	784
2017 Q4	$7K	Hold	93	–	–	﹤0.01%	730
2017 Q3	$6K	Buy	+93	New	+$6.26K	﹤0.01%	612

Other funds holding ACWI

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Skopje $520M AUM

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

Wealthcare Advisory Partners's ACWI Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 84% in Q3 2026, buying an estimated $183K and bringing the position to 2,529 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #808.

Wealthcare Advisory Partners first reported a position in ACWI in Q3 2017 and has held it in 20 quarters since. The position peaked at $543K in Q1 2023. 226 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Wealthcare Advisory Partners held 2,529 shares of iShares MSCI ACWI ETF worth $402K as of Q3 2026.
Wealthcare Advisory Partners bought 1,155 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $183K.
iShares MSCI ACWI ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #808 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI ACWI ETF in Q3 2017 and has held it in 20 quarters since.
Wealthcare Advisory Partners's iShares MSCI ACWI ETF position peaked at $543K in Q1 2023.
226 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.