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ACWI icon

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
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 $1.66T 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 Wealth's ACWI Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 78% in Q1 2026, selling an estimated $6.31M and leaving 12,558 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #473.

NewEdge Wealth first reported a position in ACWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.98M in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • NewEdge Wealth held 12,558 shares of iShares MSCI ACWI ETF worth $1.74M as of Q1 2026.
  • NewEdge Wealth sold 43,877 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $6.31M.
  • iShares MSCI ACWI ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #473 holding.
  • NewEdge Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's iShares MSCI ACWI ETF position peaked at $7.98M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

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