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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
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
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 $1.56B AUM 17.86% 1-Year Est. Return

BlackDiamond Wealth Management's ACWI Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 24% in Q1 2026, buying an estimated $60.7K and bringing the position to 2,216 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #136.

BlackDiamond Wealth Management first reported a position in ACWI in Q1 2022 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • BlackDiamond Wealth Management held 2,216 shares of iShares MSCI ACWI ETF worth $307K as of Q1 2026.
  • BlackDiamond Wealth Management bought 422 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $60.7K.
  • iShares MSCI ACWI ETF made up 0.15% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #136 holding.
  • BlackDiamond Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.