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Leo Wealth LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Leo Wealth LLC’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 		$566K Buy
4,089
+247
+6% +$35.5K 0.04% 249
2025
Q4 		$544K Buy
3,842
+729
+23% +$102K 0.04% 243
2025
Q3 		$430K Hold
3,113
– – 0.06% 196
2025
Q2 		$400K Buy
3,113
+831
+36% +$99.6K 0.03% 270
2025
Q1 		$266K Buy
+2,282
New +$273K 0.04% 231

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Leo Wealth LLC's ACWI Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares MSCI ACWI ETF (ACWI) stake by 6.4% in Q1 2026, buying an estimated $35.5K and bringing the position to 4,089 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #249.

Leo Wealth LLC first reported a position in ACWI in Q1 2025 and has held it in 5 quarters since. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Leo Wealth LLC held 4,089 shares of iShares MSCI ACWI ETF worth $566K as of Q1 2026.
  • Leo Wealth LLC bought 247 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $35.5K.
  • iShares MSCI ACWI ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #249 holding.
  • Leo Wealth LLC first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 5 quarters since.
  • 803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.