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 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 $1.66T 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

Edgestream Partners's ACWI Position: Q1 2026 in Review

Edgestream Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 58% in Q1 2026, selling an estimated $696K and leaving 3,548 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #740.

Edgestream Partners first reported a position in ACWI in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2024. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Edgestream Partners held 3,548 shares of iShares MSCI ACWI ETF worth $491K as of Q1 2026.
Edgestream Partners sold 4,842 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $696K.
iShares MSCI ACWI ETF made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #740 holding.
Edgestream Partners first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 9 quarters since.
Edgestream Partners's iShares MSCI ACWI ETF position peaked at $1.56M in Q2 2024.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.