Lake Street Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lake Street Private Wealth’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	$317K	Buy	2,019 +9	+0.4%	+$1.38K	0.04%	223
2026 Q1	$278K	Buy	+2,010	New	+$289K	0.04%	216

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

Lake Street Private Wealth's ACWI Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 0.45% in Q2 2026, buying an estimated $1.38K and bringing the position to 2,019 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #223.

Lake Street Private Wealth first reported a position in ACWI in Q1 2026 and has held it in 2 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Lake Street Private Wealth held 2,019 shares of iShares MSCI ACWI ETF worth $317K as of Q2 2026.
Lake Street Private Wealth bought 9 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.38K.
iShares MSCI ACWI ETF made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #223 holding.
Lake Street Private Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 2 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.