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Magnolia Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Magnolia 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 		$343K Sell
2,182
-549
-20% -$83.9K 0.19% 106
2026
Q1 		$378K Buy
2,731
+12
+0.4% +$1.73K 0.25% 83
2025
Q4 		$385K Buy
2,719
+774
+40% +$109K 0.27% 75
2025
Q3 		$269K Buy
+1,945
New +$258K 0.2% 88

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Magnolia Private Wealth's ACWI Position: Q2 2026 in Review

Magnolia Private Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 20% in Q2 2026, selling an estimated $83.9K and leaving 2,182 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #106.

Magnolia Private Wealth first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $385K in Q4 2025. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Magnolia Private Wealth held 2,182 shares of iShares MSCI ACWI ETF worth $343K as of Q2 2026.
  • Magnolia Private Wealth sold 549 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $83.9K.
  • iShares MSCI ACWI ETF made up 0.19% of Magnolia Private Wealth's portfolio in Q2 2026, its #106 holding.
  • Magnolia Private Wealth first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • Magnolia Private Wealth's iShares MSCI ACWI ETF position peaked at $385K in Q4 2025.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.