Corient Private Wealth
ACWI icon

Corient Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Corient Private Wealth’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 		$106M Sell
793,582
-854,175
-52% -$123M 0.15% 138
2025
Q4 		$221M Buy
1,647,757
+880,184
+115% +$124M 0.15% 141
2025
Q3 		$106M Buy
767,573
+290,521
+61% +$38.6M 0.17% 128
2025
Q2 		$61.3M Buy
477,052
+50,353
+12% +$6.04M 0.08% 205
2025
Q1 		$49.7M Sell
426,699
-6,086
-1% -$729K 0.08% 223
2024
Q4 		$47.3M Sell
432,785
-70,992
-14% -$8.52M 0.08% 232
2024
Q3 		$60.2M Sell
503,777
-39,131
-7% -$4.48M 0.1% 205
2024
Q2 		$61M Buy
542,908
+38,447
+8% +$4.23M 0.11% 195
2024
Q1 		$55.6M Buy
504,461
+1,072
+0.2% +$113K 0.1% 212
2023
Q4 		$51.2M Sell
503,389
-240,936
-32% -$23M 0.09% 215
2023
Q3 		$79.7M Buy
744,325
+218,177
+41% +$20.9M 0.18% 126
2023
Q2 		$50.5M Buy
526,148
+70,728
+16% +$6.56M 0.12% 183
2023
Q1 		$41.5M Sell
455,420
-20,184
-4% -$1.8M 0.11% 181
2022
Q4 		$40.4M Buy
+475,604
New +$40M 0.15% 160

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 $501B 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 $1.47T 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 $152B 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 $1.27B AUM 11.98% 1-Year Est. Return