IWN
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Independent Wealth Network’s iShares MSCI ACWI ETF ACWI Stock Holding History

Independent Wealth Network’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 		$3.02M Sell
21,856
-22,739
-51% -$3.27M 0.9% 20
2025
Q4 		$6.31M Buy
44,595
+2,486
+6% +$349K 1.93% 7
2025
Q3 		$5.82M Buy
42,109
+1,265
+3% +$168K 1.87% 6
2025
Q2 		$5.25M Buy
40,844
+345
+0.9% +$41.4K 1.91% 7
2025
Q1 		$4.71M Buy
40,499
+138
+0.3% +$16.5K 1.88% 9
2024
Q4 		$4.74M Buy
40,361
+840
+2% +$101K 1.92% 7
2024
Q3 		$4.72M Buy
39,521
+716
+2% +$82K 2.09% 8
2024
Q2 		$4.36M Sell
38,805
-1,716
-4% -$189K 2.03% 9
2024
Q1 		$4.46M Sell
40,521
-389
-1% -$40.8K 2.09% 7
2023
Q4 		$4.16M Buy
40,910
+1,768
+5% +$169K 2.19% 6
2023
Q3 		$3.62M Buy
39,142
+3,198
+9% +$307K 2.22% 8
2023
Q2 		$3.45M Sell
35,944
-2,142
-6% -$199K 2.07% 9
2023
Q1 		$3.47M Sell
38,086
-264
-0.7% -$23.5K 2.22% 8
2022
Q4 		$3.26M Buy
38,350
+67
+0.2% +$5.64K 2.23% 8
2022
Q3 		$2.98M Buy
38,283
+1,436
+4% +$124K 2.33% 8
2022
Q2 		$3.09M Buy
36,847
+947
+3% +$86.2K 2.23% 8
2022
Q1 		$3.58M Buy
35,900
+1,579
+5% +$157K 2.27% 9
2021
Q4 		$3.63M Buy
34,321
+757
+2% +$79.1K 2.23% 7
2021
Q3 		$3.58M Buy
+33,564
New +$3.45M 2.34% 7

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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

Independent Wealth Network's ACWI Position: Q1 2026 in Review

Independent Wealth Network reduced its iShares MSCI ACWI ETF (ACWI) stake by 51% in Q1 2026, selling an estimated $3.27M and leaving 21,856 shares worth $3.02M. The position accounts for 0.9% of the portfolio, ranked #20.

Independent Wealth Network first reported a position in ACWI in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.31M in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Independent Wealth Network held 21,856 shares of iShares MSCI ACWI ETF worth $3.02M as of Q1 2026.
  • Independent Wealth Network sold 22,739 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $3.27M.
  • iShares MSCI ACWI ETF made up 0.9% of Independent Wealth Network's portfolio in Q1 2026, its #20 holding.
  • Independent Wealth Network first reported a position in iShares MSCI ACWI ETF in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's iShares MSCI ACWI ETF position peaked at $6.31M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.