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 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 $1.66T 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

EverSource Wealth Advisors's ACWI Position: Q1 2026 in Review

EverSource Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 130 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

EverSource Wealth Advisors first reported a position in ACWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.4K in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

EverSource Wealth Advisors held 130 shares of iShares MSCI ACWI ETF worth $18K as of Q1 2026.
EverSource Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2571 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's iShares MSCI ACWI ETF position peaked at $18.4K in Q4 2025.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.