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

BlackDiamond 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	$512K	Buy	3,181 +965	+44%	+$147K	0.21%	105
2026 Q1	$307K	Buy	2,216 +422	+24%	+$60.7K	0.15%	136
2025 Q4	$264K	Buy	+1,794	New	+$252K	0.13%	161
2022 Q2	–	Sell	-3,054	Closed	-$305K	–	108
2022 Q1	$305K	Buy	+3,054	New	+$304K	0.36%	79

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

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

BlackDiamond Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 44% in Q2 2026, buying an estimated $147K and bringing the position to 3,181 shares worth $512K. The position accounts for 0.21% of the portfolio, ranked #105.

BlackDiamond Wealth Management first reported a position in ACWI in Q1 2022 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

BlackDiamond Wealth Management held 3,181 shares of iShares MSCI ACWI ETF worth $512K as of Q2 2026.
BlackDiamond Wealth Management bought 965 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $147K.
iShares MSCI ACWI ETF made up 0.21% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #105 holding.
BlackDiamond Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 4 quarters since.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.