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Great Waters Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Great Waters 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 		$1.82M Sell
11,623
-350
-3% -$53.5K 0.17% 30
2026
Q1 		$1.66M Sell
11,973
-125
-1% -$18K 0.18% 30
2025
Q4 		$1.71M Buy
12,098
+264
+2% +$37K 0.19% 28
2025
Q3 		$1.64M Buy
11,834
+42
+0.4% +$5.58K 0.19% 30
2025
Q2 		$1.52M Sell
11,792
-218
-2% -$26.1K 0.2% 32
2025
Q1 		$1.4M Sell
12,010
-185
-2% -$22.2K 0.19% 32
2024
Q4 		$1.43M Buy
12,195
+36
+0.3% +$4.32K 0.18% 36
2024
Q3 		$1.45M Sell
12,159
-448
-4% -$51.3K 0.2% 33
2024
Q2 		$1.42M Sell
12,607
-713
-5% -$78.4K 0.22% 33
2024
Q1 		$1.47M Sell
13,320
-270
-2% -$28.4K 0.24% 32
2023
Q4 		$1.36M Sell
13,590
-2,006
-13% -$192K 0.24% 34
2023
Q3 		$1.44M Sell
15,596
-510
-3% -$48.9K 0.29% 33
2023
Q2 		$1.55M Sell
16,106
-1,182
-7% -$110K 0.31% 32
2023
Q1 		$1.59M Sell
17,288
-851
-5% -$75.9K 0.34% 31
2022
Q4 		$1.64M Buy
+18,139
New +$1.53M 0.35% 31

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

Great Waters Wealth Management's ACWI Position: Q2 2026 in Review

Great Waters Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.9% in Q2 2026, selling an estimated $53.5K and leaving 11,623 shares worth $1.82M. The position accounts for 0.17% of the portfolio, ranked #30.

Great Waters Wealth Management first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Great Waters Wealth Management held 11,623 shares of iShares MSCI ACWI ETF worth $1.82M as of Q2 2026.
  • Great Waters Wealth Management sold 350 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $53.5K.
  • iShares MSCI ACWI ETF made up 0.17% of Great Waters Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Great Waters Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.