Aries Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Aries 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	$3.5M	Buy	22,305 +228	+1%	+$34.8K	0.69%	33
2026 Q1	$3.05M	Buy	22,077 +537	+2%	+$77.2K	0.67%	35
2025 Q4	$3.05M	Buy	21,540 +158	+0.7%	+$22.2K	0.67%	36
2025 Q3	$2.96M	Buy	21,382 +308	+1%	+$40.9K	0.7%	34
2025 Q2	$2.71M	Buy	21,074 +20	+0.1%	+$2.4K	0.71%	36
2025 Q1	$2.45M	Buy	21,054 +362	+2%	+$43.4K	0.67%	41
2024 Q4	$2.43M	Buy	20,692 +592	+3%	+$71K	0.67%	37
2024 Q3	$2.4M	Buy	20,100 +345	+2%	+$39.5K	0.66%	41
2024 Q2	$2.22M	Buy	19,755 +618	+3%	+$67.9K	0.7%	36
2024 Q1	$2.11M	Buy	19,137 +936	+5%	+$98.3K	0.68%	38
2023 Q4	$1.85M	Buy	18,201 +1,443	+9%	+$138K	0.66%	40
2023 Q3	$1.57M	Buy	16,758 +6,069	+57%	+$582K	0.61%	46
2023 Q2	$1.03M	Buy	10,689 +295	+3%	+$27.4K	0.4%	72
2023 Q1	$948K	Buy	10,394 +2,715	+35%	+$242K	0.39%	72
2022 Q4	$652K	Buy	7,679 +2,446	+47%	+$206K	0.28%	92
2022 Q3	$433K	Buy	5,233 +991	+23%	+$85.6K	0.19%	111
2022 Q2	$356K	Buy	+4,242	New	+$386K	0.16%	118

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Aries Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 1% in Q2 2026, buying an estimated $34.8K and bringing the position to 22,305 shares worth $3.5M. The position accounts for 0.69% of the portfolio, ranked #33.

Aries Wealth Management first reported a position in ACWI in Q2 2022 and has held it in 17 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Aries Wealth Management held 22,305 shares of iShares MSCI ACWI ETF worth $3.5M as of Q2 2026.
Aries Wealth Management bought 228 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $34.8K.
iShares MSCI ACWI ETF made up 0.69% of Aries Wealth Management's portfolio in Q2 2026, its #33 holding.
Aries Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 17 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.