Sonoma Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sonoma Private Wealth’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	$1.27M	Sell	8,080 -180	-2%	-$27.5K	1.36%	19
2026 Q1	$1.14M	Hold	8,260	–	–	1.41%	15
2025 Q4	$1.17M	Hold	8,260	–	–	1.41%	19
2025 Q3	$1.14M	Hold	8,260	–	–	1.36%	15
2025 Q2	$1.06M	Hold	8,260	–	–	1.3%	16
2025 Q1	$961K	Hold	8,260	–	–	1.33%	19
2024 Q4	$971K	Hold	8,260	–	–	1.57%	16
2024 Q3	$987K	Hold	8,260	–	–	1.54%	14
2024 Q2	$928K	Hold	8,260	–	–	1.51%	16
2024 Q1	$910K	Hold	8,260	–	–	1.46%	16
2023 Q4	$841K	Hold	8,260	–	–	1.39%	17
2023 Q3	$763K	Hold	8,260	–	–	1.39%	19
2023 Q2	$792K	Hold	8,260	–	–	1.38%	20
2023 Q1	$753K	Hold	8,260	–	–	1.5%	19
2022 Q4	$701K	Buy	+8,260	New	+$695K	1.55%	22

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

Sonoma Private Wealth's ACWI Position: Q2 2026 in Review

Sonoma Private Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.2% in Q2 2026, selling an estimated $27.5K and leaving 8,080 shares worth $1.27M. The position accounts for 1.36% of the portfolio, ranked #19.

Sonoma Private Wealth first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Sonoma Private Wealth held 8,080 shares of iShares MSCI ACWI ETF worth $1.27M as of Q2 2026.
Sonoma Private Wealth sold 180 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $27.5K.
iShares MSCI ACWI ETF made up 1.36% of Sonoma Private Wealth's portfolio in Q2 2026, its #19 holding.
Sonoma Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.