Wilkinson Global Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wilkinson Global Asset 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	$15.1M	Buy	+96,241	New	+$14.7M	1.2%	27

Other funds holding ACWI

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

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

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

Wilkinson Global Asset Management's ACWI Position: Q2 2026 in Review

Wilkinson Global Asset Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 96,241 shares worth $15.1M. The stake represents 1.2% of the portfolio and ranks #27 among its holdings.

475 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Wilkinson Global Asset Management held 96,241 shares of iShares MSCI ACWI ETF worth $15.1M as of Q2 2026.
iShares MSCI ACWI ETF was a new Wilkinson Global Asset Management position in Q2 2026.
iShares MSCI ACWI ETF made up 1.2% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #27 holding.
475 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.