Schrum Private Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Schrum Private 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	–	Sell	-1,761	Closed	-$244K	–	110
2026 Q1	$244K	Hold	1,761	–	–	0.19%	114
2025 Q4	$249K	Hold	1,761	–	–	0.18%	113
2025 Q3	$243K	Hold	1,761	–	–	0.18%	113
2025 Q2	$227K	Buy	1,761 +1	+0.1%	+$120	0.18%	118
2025 Q1	$205K	Hold	1,760	–	–	0.18%	121
2024 Q4	$207K	Sell	1,760 -512	-23%	-$61.4K	0.18%	122
2024 Q3	$272K	Buy	+2,272	New	+$260K	0.14%	141

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

Schrum Private Wealth Management's ACWI Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 1,761 shares — an estimated $244K sold.

Schrum Private Wealth Management first reported a position in ACWI in Q3 2024 and held it in 7 quarters. The position peaked at $272K in Q3 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Schrum Private Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 1,761 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $244K.
Schrum Private Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2024 and held it in 7 quarters.
Schrum Private Wealth Management's iShares MSCI ACWI ETF position peaked at $272K in Q3 2024.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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