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Disclosery

ACWI ISHARES TR

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MSCI ACWI ETF (fund)

Filings received so far for Q3 2026: 33 13F filers report a position in ACWI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ayalon Insurance Comp Ltd.162,301$25.8M2.14%-55,34713F-HRTimeline
Financial Enhancement Group LLC59,132$9.5M1.09%+1913F-HRTimeline
MassMutual Private Wealth & Trust, FSB25,681$4.08M0.11%-7013F-HRTimeline
PFW Advisors LLC21,223$3.37M1%-1,42913F-HRTimeline
Avidian Wealth Enterprises, LLC18,171$2.88M0.08%+29313F-HRTimeline
SAPIENT CAPITAL LLC16,704$2.65M0.04%013F-HRTimeline
Roth Financial Partners LLC15,317$2.43M0.73%-20013F-HRTimeline
Valeo Financial Advisors, LLC13,515$2.15M0.05%+66613F-HRTimeline
Great Waters Wealth Management11,563$1.84M0.17%-6013F-HRTimeline
Montecito Bank & Trust9,567$1.52M0.23%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,935$1.42M0.02%013F-HRTimeline
Apella Capital, LLC8,094$1.3M0.02%+6,61513F-HRTimeline
Pathway Financial Advisors LLC7,556$1.2M0.13%-233,54913F-HRTimeline
YHB Investment Advisors, Inc.6,995$1.11M0.07%-12513F-HRTimeline
Farther Finance Advisors, LLC6,185$982K0.01%+4413F-HRTimeline
Apeiron RIA LLC6,104$969K0.22%-22613F-HRTimeline
Ballew Advisors, Inc6,016$963K0.48%013F-HRTimeline
Vann Equity Management LLC5,233$831K0.49%-3,41813F-HRTimeline
RTD Financial Advisors, Inc.4,500$714K0.08%013F-HRTimeline
Investment Partners Asset Management, I…3,866$614K0.33%-24813F-HRTimeline
Asempa Wealth Advisors3,548$563K0.44%-1,02113F-HRTimeline
LWM ADVISORS INC2,723$432K0.33%013F-HRTimeline
Stonebridge Financial Group, LLC2,481$394K0.03%+4513F-HRTimeline
Wedmont Private Capital2,101$336K0.01%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD1,665$264K0.19%013F-HRTimeline
Rosenberg Matthew Hamilton786$125K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST500$79.4K0.01%013F-HRTimeline
Pacifica Partners Inc.339$53.8K0.02%013F-HRTimeline
CX Institutional168$27K<0.01%013F-HRTimeline
CoreCap Advisors, LLC155$24.6K<0.01%+413F-HRTimeline
ACIMA PRIVATE WEALTH, LLC107$17K<0.01%+213F-HRTimeline
Noble Wealth Management PBC40$6.35K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.1$159<0.01%-213F-HRTimeline