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

Moran 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	$355K	Sell	2,263 -14,020	-86%	-$2.14M	0.01%	441
2026 Q1	$2.25M	Sell	16,283 -53,270	-77%	-$7.66M	0.07%	291
2025 Q4	$9.84M	Buy	69,553 +59,033	+561%	+$8.28M	0.3%	106
2025 Q3	$1.45M	Buy	10,520 +1,270	+14%	+$169K	0.04%	308
2025 Q2	$1.19M	Buy	9,250 +7,136	+338%	+$856K	0.04%	315
2025 Q1	$246K	Sell	2,114 -35,428	-94%	-$4.24M	0.01%	414
2024 Q4	$4.41M	Buy	+37,542	New	+$4.51M	0.14%	179
2024 Q1	–	Sell	-26,251	Closed	-$2.67M	–	410
2023 Q4	$2.67M	Buy	26,251 +22,934	+691%	+$2.19M	0.1%	228
2023 Q3	$306K	Buy	+3,317	New	+$318K	0.01%	324
2023 Q1	–	Sell	-29,037	Closed	-$2.46M	–	356
2022 Q4	$2.46M	Buy	+29,037	New	+$2.44M	0.09%	201

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

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

Moran Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 86% in Q2 2026, selling an estimated $2.14M and leaving 2,263 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #441.

Moran Wealth Management first reported a position in ACWI in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.84M in Q4 2025. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Moran Wealth Management held 2,263 shares of iShares MSCI ACWI ETF worth $355K as of Q2 2026.
Moran Wealth Management sold 14,020 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.14M.
iShares MSCI ACWI ETF made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #441 holding.
Moran Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 10 quarters since.
Moran Wealth Management's iShares MSCI ACWI ETF position peaked at $9.84M in Q4 2025.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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