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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
Q2 		$3.55M Buy
22,638
+782
+4% +$119K 0.9% 18
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 $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Independent Wealth Network's ACWI Position: Q2 2026 in Review

Independent Wealth Network increased its iShares MSCI ACWI ETF (ACWI) stake by 3.6% in Q2 2026, buying an estimated $119K and bringing the position to 22,638 shares worth $3.55M. The position accounts for 0.9% of the portfolio, ranked #18.

Independent Wealth Network first reported a position in ACWI in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.31M in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Independent Wealth Network held 22,638 shares of iShares MSCI ACWI ETF worth $3.55M as of Q2 2026.
  • Independent Wealth Network bought 782 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $119K.
  • iShares MSCI ACWI ETF made up 0.9% of Independent Wealth Network's portfolio in Q2 2026, its #18 holding.
  • Independent Wealth Network first reported a position in iShares MSCI ACWI ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's iShares MSCI ACWI ETF position peaked at $6.31M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.