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Stone House Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stone House Investment 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
-55
Closed -$7.78K – 1072
2025
Q4 		$7.78K Buy
+55
New +$7.72K ﹤0.01% 353
2020
Q1 		– Sell
-12,332
Closed -$977K – 33
2019
Q4 		$977K Buy
12,332
+4,843
+65% +$370K 0.71% 20
2019
Q3 		$552K Buy
+7,489
New +$549K 0.28% 33

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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

Stone House Investment Management's ACWI Position: Q1 2026 in Review

Stone House Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 55 shares — an estimated $7.78K sold.

Stone House Investment Management first reported a position in ACWI in Q3 2019 and held it in 3 quarters. The position peaked at $977K in Q4 2019. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Stone House Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 55 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $7.78K.
  • Stone House Investment Management first reported a position in iShares MSCI ACWI ETF in Q3 2019 and held it in 3 quarters.
  • Stone House Investment Management's iShares MSCI ACWI ETF position peaked at $977K in Q4 2019.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.