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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
Q2 		$2.81M Buy
17,878
+231
+1% +$35.3K 0.08% 161
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 $1.89T 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

Avidian Wealth Enterprises's ACWI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI ACWI ETF (ACWI) stake by 1.3% in Q2 2026, buying an estimated $35.3K and bringing the position to 17,878 shares worth $2.81M. The position accounts for 0.08% of the portfolio, ranked #161.

Avidian Wealth Enterprises first reported a position in ACWI in Q4 2018 and has held it in 28 quarters since. The position peaked at $11.7M in Q3 2020. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Avidian Wealth Enterprises held 17,878 shares of iShares MSCI ACWI ETF worth $2.81M as of Q2 2026.
  • Avidian Wealth Enterprises bought 231 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $35.3K.
  • iShares MSCI ACWI ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #161 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI ACWI ETF position peaked at $11.7M in Q3 2020.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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