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GDS Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

GDS Wealth Management’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 		$779K Hold
4,962
– – 0.04% 109
2026
Q1 		$687K Sell
4,962
-9
-0.2% -$1.29K 0.04% 105
2025
Q4 		$703K Sell
4,971
-45
-0.9% -$6.32K 0.04% 106
2025
Q3 		$693K Sell
5,016
-15
-0.3% -$1.99K 0.05% 105
2025
Q2 		$647K Sell
5,031
-54
-1% -$6.47K 0.05% 105
2025
Q1 		$592K Sell
5,085
-254
-5% -$30.4K 0.05% 102
2024
Q4 		$627K Hold
5,339
– – 0.06% 103
2024
Q3 		$638K Buy
5,339
+58
+1% +$6.65K 0.06% 84
2024
Q2 		$594K Sell
5,281
-44
-0.8% -$4.84K 0.07% 75
2024
Q1 		$586K Sell
5,325
-90
-2% -$9.45K 0.07% 82
2023
Q4 		$551K Sell
5,415
-125
-2% -$12K 0.07% 79
2023
Q3 		$512K Sell
5,540
-74
-1% -$7.1K 0.08% 71
2023
Q2 		$539K Sell
5,614
-149
-3% -$13.8K 0.09% 76
2023
Q1 		$525K Sell
5,763
-187
-3% -$16.7K 0.09% 71
2022
Q4 		$505K Sell
5,950
-244
-4% -$20.5K 0.1% 75
2022
Q3 		$482K Hold
6,194
– – 0.11% 70
2022
Q2 		$520K Sell
6,194
-1
-0% -$91 0.12% 68
2022
Q1 		$601K Sell
6,195
-17
-0.3% -$1.69K 0.13% 70
2021
Q4 		$657K Buy
+6,212
New +$649K 0.15% 67

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

GDS Wealth Management's ACWI Position: Q2 2026 in Review

GDS Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4,962 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #109.

GDS Wealth Management first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • GDS Wealth Management held 4,962 shares of iShares MSCI ACWI ETF worth $779K as of Q2 2026.
  • GDS Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.04% of GDS Wealth Management's portfolio in Q2 2026, its #109 holding.
  • GDS Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.