Atlantic Edge Private Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atlantic Edge Private 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	$11.8K	Hold	75	–	–	﹤0.01%	403
2026 Q1	$10.4K	Hold	75	–	–	﹤0.01%	380
2025 Q4	$10.6K	Hold	75	–	–	﹤0.01%	376
2025 Q3	$10.4K	Hold	75	–	–	﹤0.01%	366
2025 Q2	$9.64K	Hold	75	–	–	﹤0.01%	363
2025 Q1	$8.73K	Hold	75	–	–	﹤0.01%	360
2024 Q4	$8.81K	Hold	75	–	–	﹤0.01%	345
2024 Q3	$8.97K	Hold	75	–	–	﹤0.01%	346
2024 Q2	$8.43K	Hold	75	–	–	﹤0.01%	332
2024 Q1	$8.26K	Hold	75	–	–	﹤0.01%	337
2023 Q4	$7.63K	Buy	+75	New	+$7.17K	﹤0.01%	323

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

Atlantic Edge Private Wealth Management's ACWI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 75 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Atlantic Edge Private Wealth Management first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Atlantic Edge Private Wealth Management held 75 shares of iShares MSCI ACWI ETF worth $11.8K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #403 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.