Sage Mountain Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sage Mountain 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	$1.08M	Buy	7,820 +27	+0.3%	+$3.88K	0.08%	91
2025 Q4	$1.1M	Buy	7,793 +6,988	+868%	+$981K	0.06%	150
2025 Q3	$111K	Buy	+805	New	+$107K	0.01%	489
2023 Q1	–	Sell	-1,564	Closed	-$133K	–	334
2022 Q4	$133K	Buy	1,564 +594	+61%	+$50K	0.03%	182
2022 Q3	$75K	Hold	970	–	–	0.02%	276
2022 Q2	$81K	Hold	970	–	–	0.01%	526
2022 Q1	$97K	Hold	970	–	–	0.02%	538
2021 Q4	$103K	Hold	970	–	–	0.01%	588
2021 Q3	$97K	Hold	970	–	–	0.01%	498
2021 Q2	$98K	Hold	970	–	–	0.02%	449
2021 Q1	$92K	Buy	+970	New	+$91.1K	0.02%	381

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Sage Mountain Advisors's ACWI Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.35% in Q1 2026, buying an estimated $3.88K and bringing the position to 7,820 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #91.

Sage Mountain Advisors first reported a position in ACWI in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Sage Mountain Advisors held 7,820 shares of iShares MSCI ACWI ETF worth $1.08M as of Q1 2026.
Sage Mountain Advisors bought 27 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $3.88K.
iShares MSCI ACWI ETF made up 0.08% of Sage Mountain Advisors's portfolio in Q1 2026, its #91 holding.
Sage Mountain Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2021 and has held it in 11 quarters since.
Sage Mountain Advisors's iShares MSCI ACWI ETF position peaked at $1.1M in Q4 2025.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.