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

Perigon 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	$596K	Buy	3,797 +1,268	+50%	+$194K	0.01%	805
2026 Q1	$350K	Sell	2,529 -1,161	-31%	-$167K	0.01%	959
2025 Q4	$522K	Buy	3,690 +1,178	+47%	+$165K	0.01%	777
2025 Q3	$347K	Sell	2,512 -10	-0.4%	-$1.33K	0.01%	885
2025 Q2	$324K	Sell	2,522 -75	-3%	-$8.99K	0.01%	816
2025 Q1	$302K	Sell	2,597 -100	-4%	-$12K	0.01%	808
2024 Q4	$320K	Sell	2,697 -25	-0.9%	-$3K	0.01%	793
2024 Q3	$325K	Sell	2,722 -1,361	-33%	-$156K	0.01%	755
2024 Q2	$459K	Sell	4,083 -344	-8%	-$37.8K	0.01%	556
2024 Q1	$488K	Sell	4,427 -794	-15%	-$83.4K	0.01%	543
2023 Q4	$531K	Sell	5,221 -498	-9%	-$47.6K	0.02%	479
2023 Q3	$528K	Sell	5,719 -325	-5%	-$31.2K	0.02%	437
2023 Q2	$580K	Buy	6,044 +1,012	+20%	+$93.9K	0.02%	422
2023 Q1	$459K	Sell	5,032 -465	-8%	-$41.5K	0.03%	414
2022 Q4	$467K	Sell	5,497 -1,508	-22%	-$127K	0.03%	404
2022 Q3	$545K	Sell	7,005 -255	-4%	-$22K	0.05%	314
2022 Q2	$609K	Hold	7,260	–	–	0.05%	289
2022 Q1	$724K	Buy	7,260 +205	+3%	+$20.4K	0.05%	284
2021 Q4	$746K	Buy	7,055 +1,526	+28%	+$159K	0.05%	264
2021 Q3	$552K	Sell	5,529 -188	-3%	-$19.3K	0.05%	288
2021 Q2	$579K	Hold	5,717	–	–	0.05%	277
2021 Q1	$544K	Buy	5,717 +5,161	+928%	+$485K	0.06%	275
2020 Q4	$50K	Buy	+556	New	+$47.5K	0.01%	744
2019 Q2	–	Sell	-40,114	Closed	-$2.97M	–	245
2019 Q1	$2.97M	Hold	40,114	–	–	0.69%	40
2018 Q4	$2.74M	Hold	40,114	–	–	0.7%	37
2018 Q3	$2.98M	Hold	40,114	–	–	0.73%	37
2018 Q2	$2.85M	Hold	40,114	–	–	0.86%	35
2018 Q1	$2.88M	Hold	40,114	–	–	1.06%	29
2017 Q4	$2.89M	Buy	+40,114	New	+$2.84M	1.08%	30
2017 Q2	–	Sell	-114	Closed	-$7K	–	575
2017 Q1	$7K	Hold	114	–	–	﹤0.01%	548
2016 Q4	$7K	Sell	114 -560	-83%	-$32.9K	﹤0.01%	596
2016 Q3	$40K	Hold	674	–	–	0.01%	332
2016 Q2	$38K	Buy	+674	New	+$38K	0.01%	299

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

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

Perigon Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 50% in Q2 2026, buying an estimated $194K and bringing the position to 3,797 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #805.

Perigon Wealth Management first reported a position in ACWI in Q2 2016 and has held it in 33 quarters since. The position peaked at $2.98M in Q3 2018. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Perigon Wealth Management held 3,797 shares of iShares MSCI ACWI ETF worth $596K as of Q2 2026.
Perigon Wealth Management bought 1,268 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $194K.
iShares MSCI ACWI ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #805 holding.
Perigon Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2016 and has held it in 33 quarters since.
Perigon Wealth Management's iShares MSCI ACWI ETF position peaked at $2.98M in Q3 2018.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.