Advisor OS’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advisor OS’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 Q1	$5.12M	Buy	37,024 +663	+2%	+$95.3K	0.37%	46
2025 Q4	$5.14M	Buy	36,361 +1,401	+4%	+$197K	0.41%	39
2025 Q3	$4.83M	Buy	34,960 +4,981	+17%	+$662K	0.42%	34
2025 Q2	$3.86M	Sell	29,979 -228	-0.8%	-$27.3K	0.38%	39
2025 Q1	$3.52M	Buy	30,207 +349	+1%	+$41.8K	0.4%	41
2024 Q4	$3.51M	Buy	29,858 +2,399	+9%	+$288K	0.41%	39
2024 Q3	$3.28M	Buy	27,459 +697	+3%	+$79.9K	0.33%	52
2024 Q2	$3.01M	Buy	+26,762	New	+$2.94M	0.33%	55

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Advisor OS's ACWI Position: Q1 2026 in Review

Advisor OS increased its iShares MSCI ACWI ETF (ACWI) stake by 1.8% in Q1 2026, buying an estimated $95.3K and bringing the position to 37,024 shares worth $5.12M. The position accounts for 0.37% of the portfolio, ranked #46.

Advisor OS first reported a position in ACWI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Advisor OS held 37,024 shares of iShares MSCI ACWI ETF worth $5.12M as of Q1 2026.
Advisor OS bought 663 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $95.3K.
iShares MSCI ACWI ETF made up 0.37% of Advisor OS's portfolio in Q1 2026, its #46 holding.
Advisor OS first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 8 quarters since.
Advisor OS's iShares MSCI ACWI ETF position peaked at $5.14M in Q4 2025.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.