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Evergreen Wealth Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Evergreen Wealth 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
Q1 		$206K Hold
1,490
– – 0.01% 394
2025
Q4 		$211K Hold
1,490
– – 0.03% 206
2025
Q3 		$206K Buy
+1,490
New +$198K 0.12% 119
2022
Q3 		– Sell
-2,805
Closed -$235K – 95
2022
Q2 		$235K Sell
2,805
-1,572
-36% -$143K 0.29% 92
2022
Q1 		$437K Buy
+4,377
New +$436K 0.42% 55

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

Evergreen Wealth Solutions's ACWI Position: Q1 2026 in Review

Evergreen Wealth Solutions held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 1,490 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #394.

Evergreen Wealth Solutions first reported a position in ACWI in Q1 2022 and has held it in 5 quarters since. The position peaked at $437K in Q1 2022. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Evergreen Wealth Solutions held 1,490 shares of iShares MSCI ACWI ETF worth $206K as of Q1 2026.
  • Evergreen Wealth Solutions left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #394 holding.
  • Evergreen Wealth Solutions first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 5 quarters since.
  • Evergreen Wealth Solutions's iShares MSCI ACWI ETF position peaked at $437K in Q1 2022.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.