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MassMutual Private Wealth & Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.04M Sell
25,751
-395
-2% -$60.3K 0.1% 148
2026
Q1 		$3.62M Sell
26,146
-58
-0.2% -$8.34K 0.1% 150
2025
Q4 		$3.71M Sell
26,204
-650
-2% -$91.2K 0.1% 148
2025
Q3 		$3.71M Sell
26,854
-1,325
-5% -$176K 0.09% 158
2025
Q2 		$3.62M Sell
28,179
-1,850
-6% -$222K 0.1% 156
2025
Q1 		$3.5M Sell
30,029
-1,675
-5% -$201K 0.1% 156
2024
Q4 		$3.73M Sell
31,704
-133
-0.4% -$16K 0.1% 149
2024
Q3 		$3.81M Sell
31,837
-462
-1% -$52.9K 0.11% 161
2024
Q2 		$3.63M Sell
32,299
-2,342
-7% -$257K 0.11% 159
2024
Q1 		$3.82M Sell
34,641
-1,095
-3% -$115K 0.12% 155
2023
Q4 		$3.64M Sell
35,736
-505
-1% -$48.3K 0.12% 157
2023
Q3 		$3.35M Sell
36,241
-181
-0.5% -$17.4K 0.12% 154
2023
Q2 		$3.49M Sell
36,422
-1,284
-3% -$119K 0.13% 156
2023
Q1 		$3.44M Sell
37,706
-1,354
-3% -$121K 0.13% 154
2022
Q4 		$3.31M Sell
39,060
-5,530
-12% -$465K 0.14% 148
2022
Q3 		$3.47M Sell
44,590
-2,418
-5% -$209K 0.16% 140
2022
Q2 		$3.94M Sell
47,008
-6,307
-12% -$574K 0.17% 133
2022
Q1 		$5.32M Sell
53,315
-200
-0.4% -$19.9K 0.2% 121
2021
Q4 		$5.66M Sell
53,515
-700
-1% -$73.1K 0.21% 113
2021
Q3 		$5.42M Sell
54,215
-562
-1% -$57.7K 0.22% 111
2021
Q2 		$5.54M Sell
54,777
-300
-0.5% -$29.9K 0.24% 111
2021
Q1 		$5.24M Sell
55,077
-328
-0.6% -$30.8K 0.25% 108
2020
Q4 		$5.03M Hold
55,405
– – 0.26% 106
2020
Q3 		$4.43M Sell
55,405
-3,135
-5% -$248K 0.26% 104
2020
Q2 		$4.32M Buy
58,540
+16,650
+40% +$1.16M 0.28% 102
2020
Q1 		$2.62M Buy
41,890
+34,390
+459% +$2.55M 0.21% 122
2019
Q4 		$594K Buy
7,500
+2,435
+48% +$186K 0.04% 247
2019
Q3 		$374K Sell
5,065
-1,185
-19% -$86.8K 0.03% 295
2019
Q2 		$461K Hold
6,250
– – 0.03% 267
2019
Q1 		$451K Sell
6,250
-1,100
-15% -$76.5K 0.03% 278
2018
Q4 		$472K Buy
+7,350
New +$505K 0.04% 246
2015
Q3 		– Sell
-565
Closed -$34K – 839
2015
Q2 		$34K Buy
+565
New +$34.9K 0.01% 388
2014
Q3 		– Sell
-565
Closed -$34K – 796
2014
Q2 		$34K Hold
565
– – 0.01% 256
2014
Q1 		$32.8K Hold
565
– – 0.02% 233
2013
Q4 		$32.6K Buy
+565
New +$31.6K 0.03% 216

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MassMutual Private Wealth & Trust's ACWI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.5% in Q2 2026, selling an estimated $60.3K and leaving 25,751 shares worth $4.04M. The position accounts for 0.1% of the portfolio, ranked #148.

MassMutual Private Wealth & Trust first reported a position in ACWI in Q4 2013 and has held it in 35 quarters since. The position peaked at $5.66M in Q4 2021. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 25,751 shares of iShares MSCI ACWI ETF worth $4.04M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 395 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $60.3K.
  • iShares MSCI ACWI ETF made up 0.1% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #148 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 35 quarters since.
  • MassMutual Private Wealth & Trust's iShares MSCI ACWI ETF position peaked at $5.66M in Q4 2021.
  • 350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.