AWE
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Avidian Wealth Enterprises’s iShares MSCI ACWI ETF ACWI Stock Holding History

Avidian Wealth Enterprises’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 		$2.44M Buy
17,647
+11
+0.1% +$1.58K 0.08% 167
2025
Q4 		$2.5M Sell
17,636
-195
-1% -$27.4K 0.09% 116
2025
Q3 		$2.46M Sell
17,831
-188
-1% -$25K 0.09% 120
2025
Q2 		$2.32M Buy
18,019
+240
+1% +$28.8K 0.09% 114
2025
Q1 		$2.07M Sell
17,779
-256
-1% -$30.7K 0.09% 121
2024
Q4 		$2.12M Buy
18,035
+271
+2% +$32.5K 0.1% 114
2024
Q3 		$2.12M Sell
17,764
-448
-2% -$51.3K 0.1% 111
2024
Q2 		$2.05M Buy
18,212
+460
+3% +$50.6K 0.09% 114
2024
Q1 		$1.96M Sell
17,752
-15,912
-47% -$1.67M 0.09% 114
2023
Q4 		$3.43M Buy
33,664
+15,896
+89% +$1.52M 0.21% 76
2023
Q3 		$1.64M Sell
17,768
-654
-4% -$62.7K 0.12% 112
2023
Q2 		$1.77M Buy
18,422
+1,985
+12% +$184K 0.12% 119
2023
Q1 		$1.5M Buy
16,437
+883
+6% +$78.8K 0.08% 157
2022
Q4 		$1.32M Sell
15,554
-307
-2% -$25.8K 0.09% 143
2022
Q3 		$1.23M Sell
15,861
-219
-1% -$18.9K 0.09% 132
2022
Q2 		$1.35M Buy
16,080
+116
+0.7% +$10.6K 0.1% 136
2022
Q1 		$1.59M Buy
15,964
+51
+0.3% +$5.08K 0.1% 138
2021
Q4 		$1.68M Buy
15,913
+753
+5% +$78.7K 0.1% 131
2021
Q3 		$1.51M Buy
15,160
+142
+0.9% +$14.6K 0.12% 101
2021
Q2 		$1.52M Sell
15,018
-254
-2% -$25.3K 0.12% 103
2021
Q1 		$1.45M Sell
15,272
-105,686
-87% -$9.93M 0.12% 98
2020
Q4 		$11M Sell
120,958
-25,913
-18% -$2.21M 1.04% 26
2020
Q3 		$11.7M Buy
146,871
+134,420
+1,080% +$10.6M 1.33% 18
2020
Q2 		$918K Buy
12,451
+659
+6% +$46K 0.12% 94
2020
Q1 		$738K Buy
11,792
+8,898
+307% +$659K 0.12% 86
2019
Q4 		$229K Buy
+2,894
New +$221K 0.03% 208
2019
Q1 		– Sell
-7,664
Closed -$491K – 134
2018
Q4 		$491K Buy
+7,664
New +$526K 0.17% 45

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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

Avidian Wealth Enterprises's ACWI Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI ACWI ETF (ACWI) stake by 0.06% in Q1 2026, buying an estimated $1.58K and bringing the position to 17,647 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #167.

Avidian Wealth Enterprises first reported a position in ACWI in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.7M in Q3 2020. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Avidian Wealth Enterprises held 17,647 shares of iShares MSCI ACWI ETF worth $2.44M as of Q1 2026.
  • Avidian Wealth Enterprises bought 11 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $1.58K.
  • iShares MSCI ACWI ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #167 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI ACWI ETF position peaked at $11.7M in Q3 2020.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.