Envestnet Portfolio Solutions
ACWI icon

Envestnet Portfolio Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Envestnet Portfolio Solutions’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 		$2.68M Buy
17,042
+829
+5% +$127K 0.01% 442
2026
Q1 		$2.24M Sell
16,213
-2,440
-13% -$351K 0.01% 432
2025
Q4 		$2.64M Buy
18,653
+450
+2% +$63.2K 0.01% 488
2025
Q3 		$2.52M Buy
18,203
+1,766
+11% +$235K 0.01% 480
2025
Q2 		$2.11M Sell
16,437
-6,121
-27% -$734K 0.01% 549
2025
Q1 		$2.63M Buy
22,558
+198
+0.9% +$23.7K 0.01% 506
2024
Q4 		$2.63M Buy
22,360
+7,576
+51% +$909K 0.01% 580
2024
Q3 		$1.77M Buy
14,784
+23
+0.2% +$2.63K 0.01% 702
2024
Q2 		$1.66M Sell
14,761
-175
-1% -$19.2K 0.01% 690
2024
Q1 		$1.64M Sell
14,936
-286
-2% -$30K 0.01% 694
2023
Q4 		$1.55M Sell
15,222
-1,604
-10% -$153K 0.01% 665
2023
Q3 		$1.55M Buy
+16,826
New +$1.61M 0.01% 624

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

Envestnet Portfolio Solutions's ACWI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares MSCI ACWI ETF (ACWI) stake by 5.1% in Q2 2026, buying an estimated $127K and bringing the position to 17,042 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #442.

Envestnet Portfolio Solutions first reported a position in ACWI in Q3 2023 and has held it in 12 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,042 shares of iShares MSCI ACWI ETF worth $2.68M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 829 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $127K.
  • iShares MSCI ACWI ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #442 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI ACWI ETF in Q3 2023 and has held it in 12 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.