Edgestream Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Edgestream Partners’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	$687K	Buy	4,375 +827	+23%	+$126K	0.02%	733
2026 Q1	$491K	Sell	3,548 -4,842	-58%	-$696K	0.02%	740
2025 Q4	$1.19M	Buy	8,390 +4,683	+126%	+$657K	0.03%	651
2025 Q3	$512K	Buy	+3,707	New	+$492K	0.02%	728
2024 Q3	–	Sell	-13,869	Closed	-$1.56M	–	818
2024 Q2	$1.56M	Buy	13,869 +814	+6%	+$89.5K	0.08%	404
2024 Q1	$1.44M	Buy	13,055 +7,360	+129%	+$773K	0.07%	418
2023 Q4	$580K	Sell	5,695 -2,847	-33%	-$272K	0.04%	571
2023 Q3	$789K	Buy	8,542 +4,634	+119%	+$445K	0.06%	472
2023 Q2	$375K	Buy	3,908 +1,052	+37%	+$97.6K	0.03%	591
2023 Q1	$260K	Buy	+2,856	New	+$255K	0.03%	492

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

Edgestream Partners's ACWI Position: Q2 2026 in Review

Edgestream Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 23% in Q2 2026, buying an estimated $126K and bringing the position to 4,375 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #733.

Edgestream Partners first reported a position in ACWI in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2024. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Edgestream Partners held 4,375 shares of iShares MSCI ACWI ETF worth $687K as of Q2 2026.
Edgestream Partners bought 827 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $126K.
iShares MSCI ACWI ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #733 holding.
Edgestream Partners first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 10 quarters since.
Edgestream Partners's iShares MSCI ACWI ETF position peaked at $1.56M in Q2 2024.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.