Stonehaven Wealth & Tax Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.98M	Sell	12,609 -1,193	-9%	-$182K	1.59%	16
2026 Q1	$1.91M	Sell	13,802 -210	-1%	-$30.2K	1.69%	16
2025 Q4	$1.98M	Sell	14,012 -634	-4%	-$89K	1.78%	16
2025 Q3	$2.02M	Buy	14,646 +808	+6%	+$107K	1.87%	15
2025 Q2	$1.78M	Sell	13,838 -289	-2%	-$34.6K	1.74%	16
2025 Q1	$1.64M	Buy	14,127 +4,305	+44%	+$516K	1.74%	16
2024 Q4	$1.15M	Buy	+9,822	New	+$1.18M	1.26%	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

Stonehaven Wealth & Tax Solutions's ACWI Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its iShares MSCI ACWI ETF (ACWI) stake by 8.6% in Q2 2026, selling an estimated $182K and leaving 12,609 shares worth $1.98M. The position accounts for 1.59% of the portfolio, ranked #16.

Stonehaven Wealth & Tax Solutions first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q3 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 12,609 shares of iShares MSCI ACWI ETF worth $1.98M as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 1,193 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $182K.
iShares MSCI ACWI ETF made up 1.59% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #16 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's iShares MSCI ACWI ETF position peaked at $2.02M in Q3 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.