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 Q2	$1.23M	Hold	7,820	–	–	0.08%	87
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 $1.89T 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

Sage Mountain Advisors's ACWI Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 7,820 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #87.

Sage Mountain Advisors first reported a position in ACWI in Q1 2021 and has held it in 12 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Sage Mountain Advisors held 7,820 shares of iShares MSCI ACWI ETF worth $1.23M as of Q2 2026.
Sage Mountain Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.08% of Sage Mountain Advisors's portfolio in Q2 2026, its #87 holding.
Sage Mountain Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2021 and has held it in 12 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.