JPL Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

JPL Wealth Management’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	$115K	Buy	731 +32	+5%	+$4.89K	0.02%	167
2026 Q1	$96.7K	Buy	+699	New	+$100K	0.02%	167
2025 Q4	–	Sell	-1,061	Closed	-$147K	–	126
2025 Q3	$147K	Buy	+1,061	New	+$141K	0.03%	143

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

JPL Wealth Management's ACWI Position: Q2 2026 in Review

JPL Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 4.6% in Q2 2026, buying an estimated $4.89K and bringing the position to 731 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #167.

JPL Wealth Management first reported a position in ACWI in Q3 2025 and has held it in 3 quarters since. The position peaked at $147K in Q3 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

JPL Wealth Management held 731 shares of iShares MSCI ACWI ETF worth $115K as of Q2 2026.
JPL Wealth Management bought 32 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.89K.
iShares MSCI ACWI ETF made up 0.02% of JPL Wealth Management's portfolio in Q2 2026, its #167 holding.
JPL Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 3 quarters since.
JPL Wealth Management's iShares MSCI ACWI ETF position peaked at $147K in Q3 2025.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.