Weil Company’s iShares MSCI ACWI ETF ACWI Stock Holding History

Weil Company’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	$335K	Hold	2,113	–	–	0.06%	109
2026 Q2	$332K	Sell	2,113 -79	-4%	-$12.1K	0.06%	110
2026 Q1	$303K	Sell	2,192 -70	-3%	-$10.1K	0.07%	97
2025 Q4	$320K	Sell	2,262 -36	-2%	-$5.05K	0.07%	95
2025 Q3	$318K	Hold	2,298	–	–	0.08%	97
2025 Q2	$296K	Hold	2,298	–	–	0.08%	95
2025 Q1	$267K	Sell	2,298 -347	-13%	-$41.6K	0.08%	90
2024 Q4	$311K	Hold	2,645	–	–	0.11%	92
2024 Q3	$316K	Hold	2,645	–	–	0.1%	128
2024 Q2	$297K	Hold	2,645	–	–	0.11%	125
2024 Q1	$291K	Sell	2,645 -245	-8%	-$25.7K	0.12%	125
2023 Q4	$294K	Sell	2,890 -254	-8%	-$24.3K	0.13%	112
2023 Q3	$290K	Hold	3,144	–	–	0.14%	105
2023 Q2	$302K	Sell	3,144 -710	-18%	-$65.9K	0.13%	117
2023 Q1	$351K	Sell	3,854 -16,682	-81%	-$1.49M	0.16%	102
2022 Q4	$1.74M	Buy	+20,536	New	+$1.73M	0.79%	37

Other funds holding ACWI

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

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

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Weil Company's ACWI Position: Q3 2026 in Review

Weil Company held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 2,113 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #109.

Weil Company first reported a position in ACWI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q4 2022. 179 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Weil Company held 2,113 shares of iShares MSCI ACWI ETF worth $335K as of Q3 2026.
Weil Company left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.06% of Weil Company's portfolio in Q3 2026, its #109 holding.
Weil Company first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 16 quarters since.
Weil Company's iShares MSCI ACWI ETF position peaked at $1.74M in Q4 2022.
179 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.