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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
Q3 		$336K Hold
2,101
– – 0.01% 731
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Wedmont Private Capital's ACWI Position: Q3 2026 in Review

Wedmont Private Capital held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 2,101 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #731.

Wedmont Private Capital first reported a position in ACWI in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Wedmont Private Capital held 2,101 shares of iShares MSCI ACWI ETF worth $336K as of Q3 2026.
  • Wedmont Private Capital left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #731 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.