HWA
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Heritage Wealth Architects’s iShares MSCI ACWI ETF ACWI Stock Holding History

Heritage Wealth Architects’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 		– Sell
-1,461
Closed -$212K – 74
2025
Q4 		$212K Buy
+1,461
New +$205K 0.1% 72

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Heritage Wealth Architects's ACWI Position: Q1 2026 in Review

Heritage Wealth Architects sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 1,461 shares — an estimated $212K sold.

Heritage Wealth Architects first reported a position in ACWI in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Heritage Wealth Architects reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Architects sold 1,461 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $212K.
  • Heritage Wealth Architects first reported a position in iShares MSCI ACWI ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Architects's iShares MSCI ACWI ETF position peaked at $212K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Heritage Wealth Architects's 13F filing for Q1 2026, filed 4 May 2026.