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 Q2	$331K	Hold	2,111	–	–	0.02%	171
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 $1.89T 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

Crewe Advisors's ACWI Position: Q2 2026 in Review

Crewe Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,111 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #171.

Crewe Advisors first reported a position in ACWI in Q3 2022 and has held it in 16 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Crewe Advisors held 2,111 shares of iShares MSCI ACWI ETF worth $331K as of Q2 2026.
Crewe Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #171 holding.
Crewe Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 16 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.