SteelPeak Wealth
ACWI icon

SteelPeak Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

SteelPeak 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
Q3 		$5.27M Buy
33,212
+4,496
+16% +$714K 0.13% 131
2026
Q2 		$4.51M Sell
28,716
-19,881
-41% -$3.04M 0.12% 136
2026
Q1 		$6.72M Buy
48,597
+20,619
+74% +$2.96M 0.21% 99
2025
Q4 		$3.96M Buy
+27,978
New +$3.93M 0.13% 121
2025
Q2 		– Sell
-48,426
Closed -$5.64M – 572
2025
Q1 		$5.64M Buy
+48,426
New +$5.8M 0.23% 94
2024
Q4 		– Sell
-48,523
Closed -$5.8M – 567
2024
Q3 		$5.8M Buy
+48,523
New +$5.56M 0.25% 81
2024
Q2 		– Sell
-42,385
Closed -$4.67M – 539
2024
Q1 		$4.67M Buy
42,385
+34,408
+431% +$3.61M 0.24% 81
2023
Q4 		$812K Sell
7,977
-36,607
-82% -$3.5M 0.05% 230
2023
Q3 		$4.12M Buy
+44,584
New +$4.28M 0.26% 79
2023
Q2 		– Sell
-2,329
Closed -$212K – 446
2023
Q1 		$212K Sell
2,329
-71,541
-97% -$6.38M 0.01% 343
2022
Q4 		$6.27M Sell
73,870
-19,276
-21% -$1.62M 0.46% 58
2022
Q3 		$7.25M Buy
93,146
+73,532
+375% +$6.35M 0.54% 53
2022
Q2 		$1.64M Sell
19,614
-22,891
-54% -$2.08M 0.12% 125
2022
Q1 		$4.24M Sell
42,505
-70,196
-62% -$6.99M 0.24% 80
2021
Q4 		$11.9M Buy
+112,701
New +$11.8M 0.67% 33

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $61.1B AUM 31.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
CC
Copos Capital Luxembourg $936M AUM
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

SteelPeak Wealth's ACWI Position: Q3 2026 in Review

SteelPeak Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 16% in Q3 2026, buying an estimated $714K and bringing the position to 33,212 shares worth $5.27M. The position accounts for 0.13% of the portfolio, ranked #131.

SteelPeak Wealth first reported a position in ACWI in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.9M in Q4 2021. 720 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • SteelPeak Wealth held 33,212 shares of iShares MSCI ACWI ETF worth $5.27M as of Q3 2026.
  • SteelPeak Wealth bought 4,496 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $714K.
  • iShares MSCI ACWI ETF made up 0.13% of SteelPeak Wealth's portfolio in Q3 2026, its #131 holding.
  • SteelPeak Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 15 quarters since.
  • SteelPeak Wealth's iShares MSCI ACWI ETF position peaked at $11.9M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.