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

NewEdge 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 		$1.58M Sell
10,094
-2,464
-20% -$376K 0.02% 520
2026
Q1 		$1.74M Sell
12,558
-43,877
-78% -$6.31M 0.02% 473
2025
Q4 		$7.98M Buy
56,435
+45,303
+407% +$6.36M 0.09% 159
2025
Q3 		$1.56M Sell
11,132
-443
-4% -$58.8K 0.02% 451
2025
Q2 		$1.52M Buy
11,575
+2,179
+23% +$261K 0.02% 440
2025
Q1 		$1.09M Buy
9,396
+1,247
+15% +$149K 0.02% 460
2024
Q4 		$958K Sell
8,149
-1,714
-17% -$206K 0.02% 492
2024
Q3 		$1.18M Buy
9,863
+150
+2% +$17.2K 0.02% 443
2024
Q2 		$1.09M Buy
9,713
+910
+10% +$100K 0.02% 404
2024
Q1 		$944K Sell
8,803
-189
-2% -$19.8K 0.02% 437
2023
Q4 		$915K Buy
8,992
+2,130
+31% +$204K 0.02% 416
2023
Q3 		$634K Hold
6,862
– – 0.02% 430
2023
Q2 		$658K Buy
6,862
+156
+2% +$14.5K 0.02% 419
2023
Q1 		$611K Sell
6,706
-469
-7% -$41.8K 0.02% 388
2022
Q4 		$609K Sell
7,175
-3,246
-31% -$273K 0.03% 347
2022
Q3 		$811K Buy
10,421
+3,059
+42% +$264K 0.04% 291
2022
Q2 		$618K Buy
7,362
+52
+0.7% +$4.73K 0.03% 357
2022
Q1 		$729K Buy
7,310
+1,636
+29% +$163K 0.03% 254
2021
Q4 		$600K Buy
+5,674
New +$593K 0.03% 276

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

NewEdge Wealth's ACWI Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 20% in Q2 2026, selling an estimated $376K and leaving 10,094 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #520.

NewEdge Wealth first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.98M in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • NewEdge Wealth held 10,094 shares of iShares MSCI ACWI ETF worth $1.58M as of Q2 2026.
  • NewEdge Wealth sold 2,464 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $376K.
  • iShares MSCI ACWI ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #520 holding.
  • NewEdge Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's iShares MSCI ACWI ETF position peaked at $7.98M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.