EWA
ACWI icon

EP Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

EP Wealth Advisors’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 		$5.48M Sell
39,633
-86
-0.2% -$12.4K 0.03% 297
2025
Q4 		$5.62M Buy
+39,719
New +$5.57M 0.03% 260
2025
Q2 		$4.63M Sell
35,977
-1,465
-4% -$176K 0.03% 277
2025
Q1 		$4.36M Buy
37,442
+6,752
+22% +$809K 0.03% 238
2024
Q4 		$3.61M Buy
30,690
+353
+1% +$42.4K 0.03% 261
2024
Q3 		$3.63M Buy
30,337
+1,177
+4% +$135K 0.03% 259
2024
Q2 		$3.28M Sell
29,160
-434
-1% -$47.7K 0.03% 221
2024
Q1 		$3.26M Sell
29,594
-851
-3% -$89.4K 0.04% 216
2023
Q4 		$3.1M Sell
30,445
-1,233
-4% -$118K 0.04% 211
2023
Q3 		$2.93M Buy
31,678
+6,611
+26% +$634K 0.05% 204
2023
Q2 		$2.98M Sell
25,067
-8,027
-24% -$745K 0.04% 205
2023
Q1 		$3.02M Sell
33,094
-1,260
-4% -$112K 0.05% 190
2022
Q4 		$2.92M Sell
34,354
-7,564
-18% -$637K 0.05% 180
2022
Q3 		$3.26M Sell
41,918
-2,189
-5% -$189K 0.07% 146
2022
Q2 		$3.7M Sell
44,107
-1,479
-3% -$135K 0.08% 135
2022
Q1 		$4.55M Buy
45,586
+285
+0.6% +$28.4K 0.1% 121
2021
Q4 		$4.79M Sell
45,301
-285
-0.6% -$29.8K 0.11% 104
2021
Q3 		$4.55M Sell
45,586
-3,851
-8% -$395K 0.12% 94
2021
Q2 		$5M Sell
49,437
-64
-0.1% -$6.38K 0.14% 100
2021
Q1 		$4.71M Sell
49,501
-21,946
-31% -$2.06M 0.15% 98
2020
Q4 		$6.48M Sell
71,447
-143,620
-67% -$12.3M 0.23% 65
2020
Q3 		$17.2M Buy
+215,067
New +$17M 0.74% 31

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

EP Wealth Advisors's ACWI Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.22% in Q1 2026, selling an estimated $12.4K and leaving 39,633 shares worth $5.48M. The position accounts for 0.03% of the portfolio, ranked #297.

EP Wealth Advisors first reported a position in ACWI in Q3 2020 and has held it in 22 quarters since. The position peaked at $17.2M in Q3 2020. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • EP Wealth Advisors held 39,633 shares of iShares MSCI ACWI ETF worth $5.48M as of Q1 2026.
  • EP Wealth Advisors sold 86 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $12.4K.
  • iShares MSCI ACWI ETF made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #297 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2020 and has held it in 22 quarters since.
  • EP Wealth Advisors's iShares MSCI ACWI ETF position peaked at $17.2M in Q3 2020.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.