Smartleaf Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Smartleaf Asset 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	$76K	Hold	488	–	–	﹤0.01%	1297
2026 Q1	$65.5K	Sell	488 -533	-52%	-$76.6K	﹤0.01%	1318
2025 Q4	$145K	Sell	1,021 -4	-0.4%	-$561	0.01%	977
2025 Q3	$141K	Buy	1,025 +516	+101%	+$68.5K	0.01%	883
2025 Q2	$65.2K	Sell	509 -87	-15%	-$10.4K	0.01%	1047
2025 Q1	$69.3K	Sell	596 -21	-3%	-$2.52K	0.01%	992
2024 Q4	$72.7K	Sell	617 -11	-2%	-$1.32K	0.01%	998
2024 Q3	$75.1K	Sell	628 -503	-44%	-$57.6K	0.01%	794
2024 Q2	$127K	Sell	1,131 -4	-0.4%	-$440	0.02%	505
2024 Q1	$125K	Sell	1,135 -15	-1%	-$1.57K	0.02%	469
2023 Q4	$117K	Buy	+1,150	New	+$110K	0.03%	406

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

Smartleaf Asset Management's ACWI Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 488 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Smartleaf Asset Management first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. The position peaked at $145K in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Smartleaf Asset Management held 488 shares of iShares MSCI ACWI ETF worth $76K as of Q2 2026.
Smartleaf Asset Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1297 holding.
Smartleaf Asset Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares MSCI ACWI ETF position peaked at $145K in Q4 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.