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

SHP 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
Q1 		– Sell
-3,683
Closed -$521K – 1825
2025
Q4 		$521K Buy
+3,683
New +$517K 0.04% 145

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 $361M 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 $2.54B AUM 23.56% 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 $1.56B AUM 17.86% 1-Year Est. Return

SHP Wealth Management's ACWI Position: Q1 2026 in Review

SHP Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 3,683 shares — an estimated $521K sold.

SHP Wealth Management first reported a position in ACWI in Q4 2025 and held it in 1 quarter. The position peaked at $521K in Q4 2025. 801 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • SHP Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 3,683 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $521K.
  • SHP Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's iShares MSCI ACWI ETF position peaked at $521K in Q4 2025.
  • 801 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.