Evelyn Partners Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Evelyn Partners Asset Management’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	$2.12M	Buy	15,306 +49	+0.3%	+$7.04K	0.52%	47
2025 Q4	$2.16M	Buy	15,257 +329	+2%	+$46.2K	0.51%	51
2025 Q3	$2.06M	Hold	14,928	–	–	0.47%	50
2025 Q2	$1.92M	Buy	14,928 +43	+0.3%	+$5.16K	0.49%	49
2025 Q1	$1.73M	Buy	14,885 +6,374	+75%	+$764K	0.48%	50
2024 Q4	$1M	Buy	+8,511	New	+$1.02M	0.27%	56

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

Evelyn Partners Asset Management's ACWI Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares MSCI ACWI ETF (ACWI) stake by 0.32% in Q1 2026, buying an estimated $7.04K and bringing the position to 15,306 shares worth $2.12M. The position accounts for 0.52% of the portfolio, ranked #47.

Evelyn Partners Asset Management first reported a position in ACWI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Evelyn Partners Asset Management held 15,306 shares of iShares MSCI ACWI ETF worth $2.12M as of Q1 2026.
Evelyn Partners Asset Management bought 49 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $7.04K.
iShares MSCI ACWI ETF made up 0.52% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #47 holding.
Evelyn Partners Asset Management first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares MSCI ACWI ETF position peaked at $2.16M in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.