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Wedmont Private Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wedmont Private Capital’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 		$331K Buy
2,101
+14
+0.7% +$2.14K 0.01% 702
2026
Q1 		$302K Sell
2,087
-76
-4% -$10.9K 0.01% 660
2025
Q4 		$311K Buy
+2,163
New +$304K 0.01% 638

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wedmont Private Capital's ACWI Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 0.67% in Q2 2026, buying an estimated $2.14K and bringing the position to 2,101 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #702.

Wedmont Private Capital first reported a position in ACWI in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Wedmont Private Capital held 2,101 shares of iShares MSCI ACWI ETF worth $331K as of Q2 2026.
  • Wedmont Private Capital bought 14 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.14K.
  • iShares MSCI ACWI ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #702 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.