Lido Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lido Advisors’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
2020 Q4	–	Sell	-3,500	Closed	-$279K	–	807
2020 Q3	$279K	Hold	3,500	–	–	0.01%	508
2020 Q2	$258K	Hold	3,500	–	–	0.01%	486
2020 Q1	$218K	Sell	3,500 -3,500	-50%	-$259K	0.01%	494
2019 Q4	$554K	Buy	7,000 +3,500	+100%	+$268K	0.02%	363
2019 Q3	$258K	Hold	3,500	–	–	0.01%	483
2019 Q2	$257K	Hold	3,500	–	–	0.01%	455
2019 Q1	$252K	Hold	3,500	–	–	0.02%	429
2018 Q4	$224K	Hold	3,500	–	–	0.02%	372
2018 Q3	$259K	Hold	3,500	–	–	0.03%	371
2018 Q2	$248K	Buy	+3,500	New	+$254K	0.03%	346

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

Lido Advisors's ACWI Position: Q1 2026 in Review

Lido Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 35% in Q1 2026, selling an estimated $16.8M and leaving 219,746 shares worth $30.4M. The position accounts for 0.09% of the portfolio, ranked #147.

Lido Advisors first reported a position in ACWI in Q1 2023 and has held it in 12 quarters since. The position peaked at $47.5M in Q3 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Lido Advisors held 219,746 shares of iShares MSCI ACWI ETF worth $30.4M as of Q1 2026.
Lido Advisors sold 116,899 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $16.8M.
iShares MSCI ACWI ETF made up 0.09% of Lido Advisors's portfolio in Q1 2026, its #147 holding.
Lido Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 12 quarters since.
Lido Advisors's iShares MSCI ACWI ETF position peaked at $47.5M in Q3 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.