Crewe Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Crewe Advisors’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	$292K	Hold	2,111	–	–	0.02%	176
2025 Q4	$299K	Hold	2,111	–	–	0.03%	173
2025 Q3	$292K	Hold	2,111	–	–	0.03%	169
2025 Q2	$271K	Hold	2,111	–	–	0.04%	131
2025 Q1	$246K	Hold	2,111	–	–	0.03%	127
2024 Q4	$248K	Hold	2,111	–	–	0.03%	130
2024 Q3	$252K	Hold	2,111	–	–	0.03%	129
2024 Q2	$237K	Hold	2,111	–	–	0.03%	160
2024 Q1	$232K	Buy	2,111 +1,300	+160%	+$137K	0.03%	153
2023 Q4	$82.5K	Hold	811	–	–	0.01%	107
2023 Q3	$74.9K	Hold	811	–	–	0.01%	115
2023 Q2	$77.8K	Hold	811	–	–	0.01%	229
2023 Q1	$73.9K	Hold	811	–	–	0.01%	263
2022 Q4	$68.8K	Hold	811	–	–	0.01%	270
2022 Q3	$63K	Buy	+811	New	+$70.1K	0.01%	288

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return