Cherry Tree Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cherry Tree 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	$9.41K	Hold	68	–	–	﹤0.01%	432
2025 Q4	$9.62K	Hold	68	–	–	﹤0.01%	430
2025 Q3	$9.4K	Hold	68	–	–	﹤0.01%	414
2025 Q2	$8.74K	Hold	68	–	–	﹤0.01%	426
2025 Q1	$7.92K	Hold	68	–	–	﹤0.01%	463
2024 Q4	$7.99K	Hold	68	–	–	﹤0.01%	440
2024 Q3	$8.13K	Hold	68	–	–	﹤0.01%	442
2024 Q2	$7.64K	Hold	68	–	–	﹤0.01%	425
2024 Q1	$7.49K	Sell	68 -9	-12%	-$945	﹤0.01%	404
2023 Q4	$7.84K	Hold	77	–	–	﹤0.01%	387
2023 Q3	$7.11K	Hold	77	–	–	﹤0.01%	374
2023 Q2	$7.39K	Buy	+77	New	+$7.15K	﹤0.01%	369

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

Cherry Tree Wealth Management's ACWI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 68 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Cherry Tree Wealth Management first reported a position in ACWI in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.62K in Q4 2025. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Cherry Tree Wealth Management held 68 shares of iShares MSCI ACWI ETF worth $9.41K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #432 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI ACWI ETF position peaked at $9.62K in Q4 2025.
803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.