AWM
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Activest Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Activest Wealth 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 		$1.15M Sell
7,355
-4,159
-36% -$635K 0.22% 39
2026
Q1 		$1.59M Sell
11,514
-3,358
-23% -$483K 0.28% 41
2025
Q4 		$2.1M Sell
14,872
-19
-0.1% -$2.67K 0.39% 28
2025
Q3 		$2.06M Sell
14,891
-1,478
-9% -$196K 0.42% 28
2025
Q2 		$2.11M Buy
16,369
+4,604
+39% +$552K 0.51% 23
2025
Q1 		$1.37M Buy
11,765
+634
+6% +$76K 0.37% 37
2024
Q4 		$1.31M Buy
11,131
+511
+5% +$61.3K 0.37% 36
2024
Q3 		$1.27M Sell
10,620
-2,140
-17% -$245K 0.39% 33
2024
Q2 		$1.43M Sell
12,760
-11,811
-48% -$1.3M 0.47% 28
2024
Q1 		$2.71M Buy
24,571
+42
+0.2% +$4.41K 1.3% 12
2023
Q4 		$2.5M Sell
24,529
-352
-1% -$33.7K 1.38% 11
2023
Q3 		$2.3M Buy
+24,881
New +$2.39M 1.42% 11
2023
Q2 		– Sell
-19,172
Closed -$1.73M – 290
2023
Q1 		$1.73M Buy
+19,172
New +$1.71M 1.11% 13
2022
Q3 		– Sell
-8,573
Closed -$719K – 432
2022
Q2 		$719K Buy
8,573
+632
+8% +$57.5K 0.51% 18
2022
Q1 		$792K Buy
7,941
+1,774
+29% +$177K 0.51% 21
2021
Q4 		$652K Buy
6,167
+310
+5% +$32.4K 0.4% 30
2021
Q3 		$585K Buy
5,857
+48
+0.8% +$4.93K 0.39% 31
2021
Q2 		$588K Buy
+5,809
New +$579K 0.44% 28

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Activest Wealth Management's ACWI Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 36% in Q2 2026, selling an estimated $635K and leaving 7,355 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #39.

Activest Wealth Management first reported a position in ACWI in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q1 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Activest Wealth Management held 7,355 shares of iShares MSCI ACWI ETF worth $1.15M as of Q2 2026.
  • Activest Wealth Management sold 4,159 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $635K.
  • iShares MSCI ACWI ETF made up 0.22% of Activest Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Activest Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2021 and has held it in 18 quarters since.
  • Activest Wealth Management's iShares MSCI ACWI ETF position peaked at $2.71M in Q1 2024.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.