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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
Q2 		$227K Sell
1,448
-511
-26% -$78.1K 0.12% 113
2026
Q1 		$271K Buy
+1,959
New +$282K 0.16% 96

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Defined Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 26% in Q2 2026, selling an estimated $78.1K and leaving 1,448 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #113.

Defined Wealth Management first reported a position in ACWI in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Defined Wealth Management held 1,448 shares of iShares MSCI ACWI ETF worth $227K as of Q2 2026.
  • Defined Wealth Management sold 511 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $78.1K.
  • iShares MSCI ACWI ETF made up 0.12% of Defined Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Defined Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 2 quarters since.
  • Defined Wealth Management's iShares MSCI ACWI ETF position peaked at $271K in Q1 2026.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.