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 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 $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

IAG Wealth Partners's ACWI Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 88% in Q1 2026, selling an estimated $110K and leaving 109 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

IAG Wealth Partners first reported a position in ACWI in Q1 2020 and has held it in 13 quarters since. The position peaked at $124K in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

IAG Wealth Partners held 109 shares of iShares MSCI ACWI ETF worth $15.1K as of Q1 2026.
IAG Wealth Partners sold 766 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $110K.
iShares MSCI ACWI ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #337 holding.
IAG Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 13 quarters since.
IAG Wealth Partners's iShares MSCI ACWI ETF position peaked at $124K in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.