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

Evolution 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	$858K	Buy	5,464 +7	+0.1%	+$1.07K	0.1%	92
2026 Q1	$755K	Hold	5,457	–	–	0.08%	89
2025 Q4	$772K	Buy	5,457 +9	+0.2%	+$1.26K	0.08%	81
2025 Q3	$753K	Hold	5,448	–	–	0.1%	84
2025 Q2	$701K	Buy	5,448 +7	+0.1%	+$839	0.1%	85
2025 Q1	$633K	Hold	5,441	–	–	0.11%	81
2024 Q4	$639K	Buy	5,441 +10	+0.2%	+$1.2K	0.11%	76
2024 Q3	$649K	Hold	5,431	–	–	0.12%	76
2024 Q2	$610K	Buy	5,431 +8	+0.1%	+$879	0.12%	73
2024 Q1	$597K	Hold	5,423	–	–	0.11%	74
2023 Q4	$552K	Hold	5,423	–	–	0.11%	73
2023 Q3	$501K	Hold	5,423	–	–	0.11%	76
2023 Q2	$520K	Hold	5,423	–	–	0.11%	72
2023 Q1	$494K	Buy	5,423 +2,263	+72%	+$202K	0.12%	71
2022 Q4	$268K	Buy	+3,160	New	+$266K	0.07%	104
2022 Q2	–	Sell	-2,160	Closed	-$216K	–	117
2022 Q1	$216K	Hold	2,160	–	–	0.04%	109
2021 Q4	$228K	Hold	2,160	–	–	0.03%	118
2021 Q3	$216K	Hold	2,160	–	–	0.05%	103
2021 Q2	$219K	Hold	2,160	–	–	0.04%	114
2021 Q1	$206K	Hold	2,160	–	–	0.05%	108
2020 Q4	$196K	Hold	2,160	–	–	0.04%	104
2020 Q3	$173K	Hold	2,160	–	–	0.05%	109
2020 Q2	$159K	Hold	2,160	–	–	0.05%	91
2020 Q1	$135K	Buy	+2,160	New	+$160K	0.05%	75
2019 Q4	–	Sell	-2,160	Closed	-$159K	–	621
2019 Q3	$159K	Buy	+2,160	New	+$158K	0.08%	35

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

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

Evolution Wealth Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.13% in Q2 2026, buying an estimated $1.07K and bringing the position to 5,464 shares worth $858K. The position accounts for 0.1% of the portfolio, ranked #92.

Evolution Wealth Advisors first reported a position in ACWI in Q3 2019 and has held it in 25 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Evolution Wealth Advisors held 5,464 shares of iShares MSCI ACWI ETF worth $858K as of Q2 2026.
Evolution Wealth Advisors bought 7 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.07K.
iShares MSCI ACWI ETF made up 0.1% of Evolution Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Evolution Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 25 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.