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

EverSource 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	–	Sell	-130	Closed	-$18K	–	4391
2026 Q1	$18K	Hold	130	–	–	﹤0.01%	2571
2025 Q4	$18.4K	Hold	130	–	–	﹤0.01%	2441
2025 Q3	$18K	Sell	130 -5	-4%	-$664	﹤0.01%	2441
2025 Q2	$17.4K	Buy	135 +130	+2,600%	+$15.6K	﹤0.01%	2408
2025 Q1	$582	Hold	5	–	–	﹤0.01%	3407
2024 Q4	$588	Hold	5	–	–	﹤0.01%	3126
2024 Q3	$598	Hold	5	–	–	﹤0.01%	2831
2024 Q2	$571	Hold	5	–	–	﹤0.01%	2861
2024 Q1	$531	Hold	5	–	–	﹤0.01%	2701
2023 Q4	$509	Hold	5	–	–	﹤0.01%	2521
2023 Q3	$462	Hold	5	–	–	﹤0.01%	2390
2023 Q2	$480	Hold	5	–	–	﹤0.01%	2364
2023 Q1	$456	Sell	5 -60	-92%	-$5.35K	﹤0.01%	2243
2022 Q4	$5.52K	Hold	65	–	–	﹤0.01%	1560
2022 Q3	$5K	Hold	65	–	–	﹤0.01%	1338
2022 Q2	$5K	Buy	65 +5	+8%	+$455	﹤0.01%	1234
2022 Q1	$6K	Hold	60	–	–	﹤0.01%	1160
2021 Q4	$6K	Buy	+60	New	+$6.27K	﹤0.01%	1156

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

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

EverSource Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 130 shares — an estimated $18K sold.

EverSource Wealth Advisors first reported a position in ACWI in Q4 2021 and held it in 18 quarters. The position peaked at $18.4K in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

EverSource Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 130 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $18K.
EverSource Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 18 quarters.
EverSource Wealth Advisors's iShares MSCI ACWI ETF position peaked at $18.4K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.