Greenup Street Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Greenup Street 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	$339K	Hold	2,160	–	–	0.04%	112
2026 Q1	$299K	Hold	2,160	–	–	0.04%	108
2025 Q4	$306K	Hold	2,160	–	–	0.04%	101
2025 Q3	$299K	Hold	2,160	–	–	0.05%	117
2025 Q2	$278K	Sell	2,160 -1,056	-33%	-$127K	0.05%	89
2025 Q1	$374K	Hold	3,216	–	–	0.07%	77
2024 Q4	$378K	Hold	3,216	–	–	0.08%	73
2024 Q3	$384K	Hold	3,216	–	–	0.08%	70
2024 Q2	$361K	Hold	3,216	–	–	0.09%	67
2024 Q1	$354K	Hold	3,216	–	–	0.09%	67
2023 Q4	$327K	Hold	3,216	–	–	0.09%	68
2023 Q3	$297K	Sell	3,216 -222	-6%	-$21.3K	0.1%	73
2023 Q2	$330K	Sell	3,438 -119	-3%	-$11K	0.09%	84
2023 Q1	$324K	Buy	+3,557	New	+$317K	0.11%	68

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Greenup Street Wealth Management's ACWI Position: Q2 2026 in Review

Greenup Street Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,160 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #112.

Greenup Street Wealth Management first reported a position in ACWI in Q1 2023 and has held it in 14 quarters since. The position peaked at $384K in Q3 2024. 636 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Greenup Street Wealth Management held 2,160 shares of iShares MSCI ACWI ETF worth $339K as of Q2 2026.
Greenup Street Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.04% of Greenup Street Wealth Management's portfolio in Q2 2026, its #112 holding.
Greenup Street Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 14 quarters since.
Greenup Street Wealth Management's iShares MSCI ACWI ETF position peaked at $384K in Q3 2024.
636 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.