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ACWI icon

NewEdge Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

NewEdge 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
Q1 		$2.36M Buy
17,024
+3,758
+28% +$540K 0.01% 1022
2025
Q4 		$1.88M Buy
13,266
+2,470
+23% +$347K 0.01% 1107
2025
Q3 		$1.49M Sell
10,796
-342
-3% -$45.4K 0.01% 1164
2025
Q2 		$1.43M Buy
11,138
+186
+2% +$22.3K 0.01% 1089
2025
Q1 		$1.27M Buy
10,952
+1,585
+17% +$190K 0.01% 1065
2024
Q4 		$1.1M Buy
9,367
+141
+2% +$16.9K 0.01% 1108
2024
Q3 		$1.1M Buy
9,226
+236
+3% +$27K 0.01% 1054
2024
Q2 		$1.01M Buy
8,990
+53
+0.6% +$5.83K 0.01% 1065
2024
Q1 		$984K Buy
8,937
+575
+7% +$60.4K 0.01% 1008
2023
Q4 		$853K Buy
8,362
+14
+0.2% +$1.34K 0.01% 1017
2023
Q3 		$771K Sell
8,348
-27
-0.3% -$2.59K 0.01% 973
2023
Q2 		$804K Buy
8,375
+667
+9% +$61.9K 0.01% 965
2023
Q1 		$703K Buy
7,708
+1,157
+18% +$103K 0.01% 961
2022
Q4 		$544K Buy
+6,551
New +$551K 0.01% 745
2022
Q3 		– Sell
-8,072
Closed -$678K – 1524
2022
Q2 		$678K Buy
+8,072
New +$735K 0.01% 841
2022
Q1 		– Sell
-3,520
Closed -$372K – 1152
2021
Q4 		$372K Buy
+3,520
New +$368K 0.01% 1216
2017
Q3 		– Sell
-79
Closed -$5.17K – 384
2017
Q2 		$5.17K Buy
+79
New +$5.13K ﹤0.01% 1137

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

NewEdge Advisors's ACWI Position: Q1 2026 in Review

NewEdge Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 28% in Q1 2026, buying an estimated $540K and bringing the position to 17,024 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #1022.

NewEdge Advisors first reported a position in ACWI in Q2 2017 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • NewEdge Advisors held 17,024 shares of iShares MSCI ACWI ETF worth $2.36M as of Q1 2026.
  • NewEdge Advisors bought 3,758 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $540K.
  • iShares MSCI ACWI ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1022 holding.
  • NewEdge Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2017 and has held it in 17 quarters since.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.