AWA
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Amplius Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Amplius Wealth Advisors’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 		$13.5M Sell
85,773
-661
-0.8% -$101K 0.99% 23
2026
Q1 		$12M Sell
86,434
-4
-0% -$575 1% 23
2025
Q4 		$12.2M Buy
86,438
+5,230
+6% +$734K 1.03% 21
2025
Q3 		$11.2M Sell
81,208
-25,217
-24% -$3.35M 0.97% 23
2025
Q2 		$13.7M Buy
106,425
+35,988
+51% +$4.31M 1.27% 22
2025
Q1 		$8.2M Sell
70,437
-369
-0.5% -$44.2K 0.85% 27
2024
Q4 		$8.32M Buy
70,806
+6,558
+10% +$787K 0.85% 28
2024
Q3 		$7.68M Sell
64,248
-1,733
-3% -$199K 0.84% 28
2024
Q2 		$7.42M Sell
65,981
-1,642
-2% -$180K 0.83% 30
2024
Q1 		$7.45M Sell
67,623
-11,090
-14% -$1.16M 0.83% 29
2023
Q4 		$8.01M Sell
78,713
-773
-1% -$74K 0.97% 28
2023
Q3 		$7.34M Sell
79,486
-533
-0.7% -$51.1K 0.98% 26
2023
Q2 		$7.68M Sell
80,019
-15,976
-17% -$1.48M 1.03% 25
2023
Q1 		$8.75M Sell
95,995
-11,058
-10% -$986K 1.26% 23
2022
Q4 		$9.09M Sell
107,053
-191,819
-64% -$16.1M 1.45% 21
2022
Q3 		$23.3M Buy
298,872
+27,486
+10% +$2.37M 4.16% 6
2022
Q2 		$22.8M Sell
271,386
-117,085
-30% -$10.7M 3.68% 9
2022
Q1 		$38.8M Sell
388,471
-125,362
-24% -$12.5M 5.96% 3
2021
Q4 		$54.4M Buy
+513,833
New +$53.7M 7.5% 2

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

Amplius Wealth Advisors's ACWI Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.76% in Q2 2026, selling an estimated $101K and leaving 85,773 shares worth $13.5M. The position accounts for 0.99% of the portfolio, ranked #23.

Amplius Wealth Advisors first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $54.4M in Q4 2021. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Amplius Wealth Advisors held 85,773 shares of iShares MSCI ACWI ETF worth $13.5M as of Q2 2026.
  • Amplius Wealth Advisors sold 661 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $101K.
  • iShares MSCI ACWI ETF made up 0.99% of Amplius Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Amplius Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's iShares MSCI ACWI ETF position peaked at $54.4M in Q4 2021.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.