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 Q2	$424K	Hold	2,704	–	–	0.07%	55
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 $1.89T 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

Great Point Wealth Advisors's ACWI Position: Q2 2026 in Review

Great Point Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,704 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #55.

Great Point Wealth Advisors first reported a position in ACWI in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.5M in Q4 2018. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Great Point Wealth Advisors held 2,704 shares of iShares MSCI ACWI ETF worth $424K as of Q2 2026.
Great Point Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.07% of Great Point Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Great Point Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 5 quarters since.
Great Point Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.5M in Q4 2018.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.