Moneta Group Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Moneta Group Investment 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
2026 Q2	$3.7M	Buy	23,547 +251	+1%	+$38.3K	0.03%	221
2026 Q1	$3.22M	Buy	23,296 +194	+0.8%	+$27.9K	0.02%	210
2025 Q4	$3.27M	Sell	23,102 -556	-2%	-$78K	0.02%	217
2025 Q3	$3.27M	Hold	23,658	–	–	0.03%	207
2025 Q2	$3.04M	Buy	23,658 +3,371	+17%	+$404K	0.04%	181
2025 Q1	$2.36M	Sell	20,287 -833	-4%	-$99.8K	0.03%	194
2024 Q4	$2.48M	Sell	21,120 -310	-1%	-$37.2K	0.03%	185
2024 Q3	$2.56M	Sell	21,430 -1,069	-5%	-$122K	0.04%	178
2024 Q2	$2.53M	Buy	22,499 +1,241	+6%	+$136K	0.04%	170
2024 Q1	$2.34M	Sell	21,258 -714	-3%	-$75K	0.04%	180
2023 Q4	$2.24M	Buy	21,972 +561	+3%	+$53.7K	0.04%	161
2023 Q3	$1.98M	Sell	21,411 -23,190	-52%	-$2.22M	0.04%	163
2023 Q2	$4.28M	Sell	44,601 -63,433	-59%	-$5.89M	0.09%	114
2023 Q1	$9.85M	Buy	108,034 +1,164	+1%	+$104K	0.24%	65
2022 Q4	$9.75M	Buy	+106,870	New	+$8.99M	0.27%	65
2022 Q3	–	Sell	-9,548	Closed	-$801K	–	433
2022 Q2	$801K	Buy	9,548 +6,972	+271%	+$635K	0.03%	235
2022 Q1	$257K	Sell	2,576 -99	-4%	-$9.86K	0.01%	379
2021 Q4	$283K	Sell	2,675 -327	-11%	-$34.2K	0.01%	389
2021 Q3	$300K	Sell	3,002 -2	-0.1%	-$205	0.01%	364
2021 Q2	$304K	Sell	3,004 -2	-0.1%	-$199	0.01%	362
2021 Q1	$286K	Buy	+3,006	New	+$282K	0.02%	340
2020 Q2	–	Sell	-3,388	Closed	-$212K	–	251
2020 Q1	$212K	Sell	3,388 -9,218	-73%	-$683K	0.02%	218
2019 Q4	$999K	Buy	12,606 +9	+0.1%	+$688	0.08%	115
2019 Q3	$929K	Sell	12,597 -6	-0%	-$440	0.09%	122
2019 Q2	$929K	Sell	12,603 -10	-0.1%	-$729	0.09%	118
2019 Q1	$910K	Sell	12,613 -1,633	-11%	-$114K	0.1%	101
2018 Q4	$914K	Buy	+14,246	New	+$978K	0.11%	103

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

Moneta Group Investment Advisors's ACWI Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 1.1% in Q2 2026, buying an estimated $38.3K and bringing the position to 23,547 shares worth $3.7M. The position accounts for 0.03% of the portfolio, ranked #221.

Moneta Group Investment Advisors first reported a position in ACWI in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.85M in Q1 2023. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Moneta Group Investment Advisors held 23,547 shares of iShares MSCI ACWI ETF worth $3.7M as of Q2 2026.
Moneta Group Investment Advisors bought 251 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $38.3K.
iShares MSCI ACWI ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #221 holding.
Moneta Group Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 27 quarters since.
Moneta Group Investment Advisors's iShares MSCI ACWI ETF position peaked at $9.85M in Q1 2023.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.