Integrated Wealth Concepts’s iShares MSCI ACWI ETF ACWI Stock Holding History

Integrated Wealth Concepts’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	$686K	Buy	+4,958	New	+$713K	0.01%	1345
2025 Q4	–	Sell	-3,751	Closed	-$519K	–	1611
2025 Q3	$519K	Hold	3,751	–	–	﹤0.01%	1318
2025 Q2	$482K	Buy	3,751 +785	+26%	+$94.1K	﹤0.01%	1298
2025 Q1	$345K	Sell	2,966 -94	-3%	-$11.3K	﹤0.01%	1326
2024 Q4	$360K	Buy	3,060 +207	+7%	+$24.8K	﹤0.01%	1275
2024 Q3	$341K	Hold	2,853	–	–	﹤0.01%	1258
2024 Q2	$321K	Hold	2,853	–	–	﹤0.01%	1281
2024 Q1	$314K	Hold	2,853	–	–	﹤0.01%	1300
2023 Q4	$290K	Buy	2,853 +4	+0.1%	+$383	﹤0.01%	1285
2023 Q3	$263K	Buy	2,849 +3	+0.1%	+$288	﹤0.01%	1289
2023 Q2	$273K	Buy	+2,846	New	+$264K	﹤0.01%	1269

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

Integrated Wealth Concepts's ACWI Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in iShares MSCI ACWI ETF (ACWI) in Q1 2026: 4,958 shares worth $686K. The stake represents 0.01% of the portfolio and ranks #1345 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ACWI as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ACWI in Q2 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Integrated Wealth Concepts held 4,958 shares of iShares MSCI ACWI ETF worth $686K as of Q1 2026.
iShares MSCI ACWI ETF was a new Integrated Wealth Concepts position in Q1 2026.
iShares MSCI ACWI ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1345 holding.
Integrated Wealth Concepts first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 11 quarters since.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.