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

Cherrydale 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	$1.68M	Buy	10,717 +68	+0.6%	+$10.4K	0.44%	25
2026 Q1	$1.47M	Hold	10,649	–	–	0.46%	26
2025 Q4	$1.51M	Buy	10,649 +94	+0.9%	+$13.2K	0.46%	27
2025 Q3	$1.46M	Hold	10,555	–	–	0.46%	25
2025 Q2	$1.36M	Buy	10,555 +80	+0.8%	+$9.59K	0.47%	26
2025 Q1	$1.22M	Hold	10,475	–	–	0.48%	22
2024 Q4	$1.23M	Buy	10,475 +94	+0.9%	+$11.3K	0.48%	22
2024 Q3	$1.24M	Hold	10,381	–	–	0.51%	21
2024 Q2	$1.17M	Buy	10,381 +87	+0.8%	+$9.56K	0.51%	22
2024 Q1	$1.13M	Hold	10,294	–	–	0.53%	24
2023 Q4	$1.05M	Buy	10,294 +97	+1%	+$9.28K	0.55%	23
2023 Q3	$942K	Hold	10,197	–	–	0.56%	23
2023 Q2	$978K	Buy	10,197 +102	+1%	+$9.47K	0.68%	16
2023 Q1	$920K	Hold	10,095	–	–	0.7%	16
2022 Q4	$857K	Buy	10,095 +79	+0.8%	+$6.65K	0.71%	14
2022 Q3	$780K	Buy	10,016 +1	+0%	+$86	0.72%	15
2022 Q2	$840K	Buy	10,015 +100	+1%	+$9.1K	0.77%	15
2022 Q1	$989K	Buy	9,915 +6	+0.1%	+$598	0.73%	18
2021 Q4	$1.05M	Buy	+9,909	New	+$1.04M	0.79%	19

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

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

Cherrydale Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 0.64% in Q2 2026, buying an estimated $10.4K and bringing the position to 10,717 shares worth $1.68M. The position accounts for 0.44% of the portfolio, ranked #25.

Cherrydale Wealth Management first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cherrydale Wealth Management held 10,717 shares of iShares MSCI ACWI ETF worth $1.68M as of Q2 2026.
Cherrydale Wealth Management bought 68 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $10.4K.
iShares MSCI ACWI ETF made up 0.44% of Cherrydale Wealth Management's portfolio in Q2 2026, its #25 holding.
Cherrydale Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.