Morton Brown Family Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Morton Brown Family Wealth’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	$628	Hold	4	–	–	﹤0.01%	347
2026 Q1	$553	Hold	4	–	–	﹤0.01%	275
2025 Q4	$566	Hold	4	–	–	﹤0.01%	281
2025 Q3	$553	Hold	4	–	–	﹤0.01%	253
2025 Q2	$514	Hold	4	–	–	﹤0.01%	295
2025 Q1	$466	Hold	4	–	–	﹤0.01%	299
2024 Q4	$470	Buy	+4	New	+$480	﹤0.01%	262

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

Morton Brown Family Wealth's ACWI Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Morton Brown Family Wealth first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Morton Brown Family Wealth held 4 shares of iShares MSCI ACWI ETF worth $628 as of Q2 2026.
Morton Brown Family Wealth left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #347 holding.
Morton Brown Family Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.