Smith & Howard Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Smith & Howard 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	-200	Closed	-$31K	–	89
2025 Q4	$31K	Buy	+200	New	+$28.1K	0.01%	90

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

Smith & Howard Wealth Management's ACWI Position: Q1 2026 in Review

Smith & Howard Wealth Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q1 2026: 500 shares worth $69.4K. The stake represents 0.02% of the portfolio and ranks #88 among its holdings.

798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Smith & Howard Wealth Management held 500 shares of iShares MSCI ACWI ETF worth $69.4K as of Q1 2026.
iShares MSCI ACWI ETF was a new Smith & Howard Wealth Management position in Q1 2026.
iShares MSCI ACWI ETF made up 0.02% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #88 holding.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.