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Evoke Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Evoke Wealth’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
-794,905
Closed -$110M – 13
2026
Q1 		$110M Sell
794,905
-16,014
-2% -$2.3M 1.98% 14
2025
Q4 		$115M Sell
810,919
-1,947
-0.2% -$273K 2.14% 10
2025
Q3 		$112M Sell
812,866
-1,529
-0.2% -$203K 2.27% 10
2025
Q2 		$105M Sell
814,395
-7,671
-0.9% -$920K 2.4% 9
2025
Q1 		$95.7M Sell
822,066
-24,885
-3% -$2.98M 2.5% 9
2024
Q4 		$99.5M Sell
846,951
-17,442
-2% -$2.09M 2.77% 9
2024
Q3 		$103M Buy
+864,393
New +$99M 2.8% 9
2024
Q2 		– Sell
-877,214
Closed -$96.6M – 111
2024
Q1 		$96.6M Buy
+877,214
New +$92.1M 2.86% 9
2023
Q4 		– Sell
-913,025
Closed -$84.3M – 98
2023
Q3 		$84.3M Sell
913,025
-40,078
-4% -$3.85M 2.97% 8
2023
Q2 		$91.4M Buy
953,103
+3,590
+0.4% +$333K 3.18% 8
2023
Q1 		$86.6M Sell
949,513
-38,457
-4% -$3.43M 3.15% 8
2022
Q4 		$83.9M Sell
987,970
-21,250
-2% -$1.79M 3.03% 8
2022
Q3 		$78.5M Sell
1,009,220
-7,576
-0.7% -$654K 3.17% 8
2022
Q2 		$85.3M Sell
1,016,796
-8,519
-0.8% -$775K 3.16% 6
2022
Q1 		$102M Sell
1,025,315
-6,400
-0.6% -$638K 3.35% 7
2021
Q4 		$109M Sell
1,031,715
-13,821
-1% -$1.44M 3.45% 6
2021
Q3 		$104M Sell
1,045,536
-1,704
-0.2% -$175K 3.92% 5
2021
Q2 		$106M Sell
1,047,240
-4,634
-0.4% -$462K 4.02% 4
2021
Q1 		$100M Sell
1,051,874
-22,364
-2% -$2.1M 4.53% 3
2020
Q4 		$97.5M Sell
1,074,238
-20,028
-2% -$1.71M 6.57% 3
2020
Q3 		$87.5M Sell
1,094,266
-7,573
-0.7% -$600K 7.09% 3
2020
Q2 		$81.2M Sell
1,101,839
-64,673
-6% -$4.51M 7.87% 3
2020
Q1 		$73M Buy
+1,166,512
New +$86.4M 10.39% 2
2019
Q4 		– Sell
-1,208,648
Closed -$89.1M – 1254
2019
Q3 		$89.1M Buy
+1,208,648
New +$88.6M 10.97% 1

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Evoke Wealth's ACWI Position: Q2 2026 in Review

Evoke Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 794,905 shares — an estimated $110M sold.

Evoke Wealth first reported a position in ACWI in Q3 2019 and held it in 24 quarters. The position peaked at $115M in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Evoke Wealth reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 794,905 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $110M.
  • Evoke Wealth first reported a position in iShares MSCI ACWI ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's iShares MSCI ACWI ETF position peaked at $115M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.