IAG Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

IAG Wealth Partners’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	$18.8K	Buy	120 +11	+10%	+$1.68K	﹤0.01%	317
2026 Q1	$15.1K	Sell	109 -766	-88%	-$110K	﹤0.01%	337
2025 Q4	$124K	Hold	875	–	–	0.01%	141
2025 Q3	$121K	Sell	875 -50	-5%	-$6.64K	0.01%	143
2025 Q2	$119K	Hold	925	–	–	0.02%	135
2025 Q1	$108K	Hold	925	–	–	0.02%	134
2024 Q4	$109K	Hold	925	–	–	0.02%	130
2024 Q3	$111K	Buy	925 +146	+19%	+$16.7K	0.02%	123
2024 Q2	$87.6K	Buy	+779	New	+$85.6K	0.02%	129
2021 Q2	–	Sell	-190	Closed	-$19K	–	370
2021 Q1	$19K	Hold	190	–	–	0.01%	185
2020 Q4	$18K	Hold	190	–	–	0.01%	174
2020 Q3	$16K	Hold	190	–	–	0.01%	175
2020 Q2	$15K	Hold	190	–	–	0.01%	180
2020 Q1	$12K	Buy	+190	New	+$14.1K	0.01%	186

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

IAG Wealth Partners's ACWI Position: Q2 2026 in Review

IAG Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q2 2026, buying an estimated $1.68K and bringing the position to 120 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

IAG Wealth Partners first reported a position in ACWI in Q1 2020 and has held it in 14 quarters since. The position peaked at $124K in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

IAG Wealth Partners held 120 shares of iShares MSCI ACWI ETF worth $18.8K as of Q2 2026.
IAG Wealth Partners bought 11 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.68K.
iShares MSCI ACWI ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #317 holding.
IAG Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 14 quarters since.
IAG Wealth Partners's iShares MSCI ACWI ETF position peaked at $124K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.