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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
Q2 		$5.86M Sell
37,310
-2,323
-6% -$355K 0.02% 354
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 $1.89T 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

EP Wealth Advisors's ACWI Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 5.9% in Q2 2026, selling an estimated $355K and leaving 37,310 shares worth $5.86M. The position accounts for 0.02% of the portfolio, ranked #354.

EP Wealth Advisors first reported a position in ACWI in Q3 2020 and has held it in 23 quarters since. The position peaked at $17.2M in Q3 2020. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • EP Wealth Advisors held 37,310 shares of iShares MSCI ACWI ETF worth $5.86M as of Q2 2026.
  • EP Wealth Advisors sold 2,323 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $355K.
  • iShares MSCI ACWI ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #354 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2020 and has held it in 23 quarters since.
  • EP Wealth Advisors's iShares MSCI ACWI ETF position peaked at $17.2M in Q3 2020.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.