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

Defined 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	$271K	Buy	+1,959	New	+$282K	0.16%	96

Other funds holding ACWI

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

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Defined Wealth Management's ACWI Position: Q1 2026 in Review

Defined Wealth Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q1 2026: 1,959 shares worth $271K. The stake represents 0.16% of the portfolio and ranks #96 among its holdings.

797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Defined Wealth Management held 1,959 shares of iShares MSCI ACWI ETF worth $271K as of Q1 2026.
iShares MSCI ACWI ETF was a new Defined Wealth Management position in Q1 2026.
iShares MSCI ACWI ETF made up 0.16% of Defined Wealth Management's portfolio in Q1 2026, its #96 holding.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.