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

Modern 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 		$1.18M Buy
7,520
+478
+7% +$73K 0.01% 483
2026
Q1 		$984K Sell
7,042
-866
-11% -$124K 0.02% 428
2025
Q4 		$1.12M Sell
7,908
-159
-2% -$22.3K 0.02% 391
2025
Q3 		$1.12M Sell
8,067
-251
-3% -$33.3K 0.02% 371
2025
Q2 		$1.07M Buy
8,318
+5,950
+251% +$713K 0.03% 356
2025
Q1 		$276K Buy
2,368
+39
+2% +$4.67K 0.01% 557
2024
Q4 		$274K Sell
2,329
-93
-4% -$11.2K 0.01% 479
2024
Q3 		$290K Sell
2,422
-8
-0.3% -$917 0.02% 350
2024
Q2 		$273K Sell
2,430
-163
-6% -$17.9K 0.02% 326
2024
Q1 		$286K Buy
2,593
+192
+8% +$20.2K 0.03% 245
2023
Q4 		$244K Buy
+2,401
New +$230K 0.03% 166

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

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

Modern Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 6.8% in Q2 2026, buying an estimated $73K and bringing the position to 7,520 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #483.

Modern Wealth Management first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Modern Wealth Management held 7,520 shares of iShares MSCI ACWI ETF worth $1.18M as of Q2 2026.
  • Modern Wealth Management bought 478 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $73K.
  • iShares MSCI ACWI ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Modern Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.