Modera Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Modera Wealth Management’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	$496K	Sell	3,161 -28	-0.9%	-$4.28K	0.01%	458
2026 Q1	$441K	Sell	3,189 -42	-1%	-$6.04K	0.01%	455
2025 Q4	$457K	Sell	3,231 -32	-1%	-$4.49K	0.01%	470
2025 Q3	$451K	Sell	3,263 -49	-1%	-$6.51K	0.01%	478
2025 Q2	$426K	Hold	3,312	–	–	0.01%	475
2025 Q1	$385K	Hold	3,312	–	–	0.01%	471
2024 Q4	$389K	Buy	3,312 +68	+2%	+$8.16K	﹤0.01%	475
2024 Q3	$388K	Hold	3,244	–	–	﹤0.01%	454
2024 Q2	$365K	Hold	3,244	–	–	0.01%	444
2024 Q1	$357K	Hold	3,244	–	–	0.01%	448
2023 Q4	$330K	Hold	3,244	–	–	0.01%	458
2023 Q3	$300K	Sell	3,244 -129	-4%	-$12.4K	0.01%	452
2023 Q2	$324K	Buy	3,373 +1,173	+53%	+$109K	0.01%	458
2023 Q1	$201K	Buy	+2,200	New	+$196K	0.01%	338
2022 Q2	–	Sell	-2,200	Closed	-$220K	–	334
2022 Q1	$220K	Hold	2,200	–	–	0.01%	328
2021 Q4	$233K	Hold	2,200	–	–	0.01%	508
2021 Q3	$220K	Hold	2,200	–	–	0.01%	248
2021 Q2	$223K	Hold	2,200	–	–	0.01%	223
2021 Q1	$209K	Hold	2,200	–	–	0.01%	218
2020 Q4	$200K	Buy	+2,200	New	+$188K	0.02%	227
2019 Q3	–	Sell	-3,000	Closed	-$221K	–	145
2019 Q2	$221K	Hold	3,000	–	–	0.04%	129
2019 Q1	$216K	Buy	+3,000	New	+$209K	0.04%	133
2018 Q4	–	Sell	-3,000	Closed	-$223K	–	135
2018 Q3	$223K	Buy	+3,000	New	+$219K	0.05%	127

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

Modera Wealth Management's ACWI Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.88% in Q2 2026, selling an estimated $4.28K and leaving 3,161 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #458.

Modera Wealth Management first reported a position in ACWI in Q3 2018 and has held it in 23 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Modera Wealth Management held 3,161 shares of iShares MSCI ACWI ETF worth $496K as of Q2 2026.
Modera Wealth Management sold 28 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.28K.
iShares MSCI ACWI ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #458 holding.
Modera Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2018 and has held it in 23 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.