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 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 $1.66T 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 $2.54B AUM 23.56% 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 $1.56B AUM 17.86% 1-Year Est. Return

Sonoma Private Wealth's ACWI Position: Q1 2026 in Review

Sonoma Private Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 8,260 shares worth $1.14M. The position accounts for 1.41% of the portfolio, ranked #15.

Sonoma Private Wealth first reported a position in ACWI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Sonoma Private Wealth held 8,260 shares of iShares MSCI ACWI ETF worth $1.14M as of Q1 2026.
Sonoma Private Wealth left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 1.41% of Sonoma Private Wealth's portfolio in Q1 2026, its #15 holding.
Sonoma Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 14 quarters since.
Sonoma Private Wealth's iShares MSCI ACWI ETF position peaked at $1.17M in Q4 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.