Great Point Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Great Point 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	$374K	Sell	2,704 -2,723	-50%	-$391K	0.07%	52
2025 Q4	$768K	Buy	+5,427	New	+$762K	0.14%	42
2021 Q2	–	Sell	-10,453	Closed	-$995K	–	54
2021 Q1	$995K	Buy	+10,453	New	+$982K	0.38%	25
2019 Q1	–	Sell	-23,308	Closed	-$1.5M	–	46
2018 Q4	$1.5M	Buy	+23,308	New	+$1.6M	1.41%	17

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

Great Point Wealth Advisors's ACWI Position: Q1 2026 in Review

Great Point Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 50% in Q1 2026, selling an estimated $391K and leaving 2,704 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #52.

Great Point Wealth Advisors first reported a position in ACWI in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.5M in Q4 2018. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Great Point Wealth Advisors held 2,704 shares of iShares MSCI ACWI ETF worth $374K as of Q1 2026.
Great Point Wealth Advisors sold 2,723 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $391K.
iShares MSCI ACWI ETF made up 0.07% of Great Point Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Great Point Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 4 quarters since.
Great Point Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.5M in Q4 2018.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.