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 Q2	$242K	Hold	1,490	–	–	0.01%	466
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 New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Evergreen Wealth Solutions's ACWI Position: Q2 2026 in Review

Evergreen Wealth Solutions held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,490 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #466.

Evergreen Wealth Solutions first reported a position in ACWI in Q1 2022 and has held it in 6 quarters since. The position peaked at $437K in Q1 2022. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Evergreen Wealth Solutions held 1,490 shares of iShares MSCI ACWI ETF worth $242K as of Q2 2026.
Evergreen Wealth Solutions left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #466 holding.
Evergreen Wealth Solutions first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 6 quarters since.
Evergreen Wealth Solutions's iShares MSCI ACWI ETF position peaked at $437K in Q1 2022.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.