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

Cedar 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	–	Sell	-965	Closed	-$137K	–	93
2025 Q4	$137K	Hold	965	–	–	0.04%	96
2025 Q3	$133K	Hold	965	–	–	0.04%	99
2025 Q2	$124K	Hold	965	–	–	0.04%	90
2025 Q1	$112K	Hold	965	–	–	0.04%	93
2024 Q4	$113K	Hold	965	–	–	0.04%	86
2024 Q3	$115K	Hold	965	–	–	0.04%	122
2024 Q2	$108K	Hold	965	–	–	0.04%	128
2024 Q1	$106K	Hold	965	–	–	0.04%	131
2023 Q4	$98.2K	Hold	965	–	–	0.04%	127
2023 Q3	$89.1K	Hold	965	–	–	0.04%	132
2023 Q2	$92.6K	Hold	965	–	–	0.04%	132
2023 Q1	$88K	Hold	965	–	–	0.04%	127
2022 Q4	$81.9K	Hold	965	–	–	0.04%	118
2022 Q3	$75K	Hold	965	–	–	0.04%	135
2022 Q2	$81K	Hold	965	–	–	0.04%	141
2022 Q1	$96K	Sell	965 -40	-4%	-$3.98K	0.04%	141
2021 Q4	$106K	Hold	1,005	–	–	0.04%	142
2021 Q3	$100K	Hold	1,005	–	–	0.04%	130
2021 Q2	$102K	Hold	1,005	–	–	0.05%	136
2021 Q1	$96K	Hold	1,005	–	–	0.05%	128
2020 Q4	$91K	Hold	1,005	–	–	0.05%	114
2020 Q3	$80K	Hold	1,005	–	–	0.05%	113
2020 Q2	$74K	Hold	1,005	–	–	0.05%	114
2020 Q1	$63K	Buy	+1,005	New	+$74.4K	0.04%	115

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Granger Management New York $323M AUM 22.35% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

Cedar Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 965 shares — an estimated $137K sold.

Cedar Wealth Management first reported a position in ACWI in Q1 2020 and held it in 24 quarters. The position peaked at $137K in Q4 2025. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Cedar Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 965 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $137K.
Cedar Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 24 quarters.
Cedar Wealth Management's iShares MSCI ACWI ETF position peaked at $137K in Q4 2025.
803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.