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 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	$228	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 $1.66T 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

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

Evolution Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 5,457 shares worth $755K. The position accounts for 0.08% of the portfolio, ranked #89.

Evolution Wealth Advisors first reported a position in ACWI in Q3 2019 and has held it in 24 quarters since. The position peaked at $772K in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Evolution Wealth Advisors held 5,457 shares of iShares MSCI ACWI ETF worth $755K as of Q1 2026.
Evolution Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.08% of Evolution Wealth Advisors's portfolio in Q1 2026, its #89 holding.
Evolution Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 24 quarters since.
Evolution Wealth Advisors's iShares MSCI ACWI ETF position peaked at $772K in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.