Trivium Point Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Trivium Point Advisory’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	$424K	Hold	2,703	–	–	0.04%	267
2026 Q1	$374K	Hold	2,703	–	–	0.07%	216
2025 Q4	$382K	Sell	2,703 -147	-5%	-$20.6K	0.04%	268
2025 Q3	$394K	Buy	2,850 +147	+5%	+$19.5K	0.04%	261
2025 Q2	$348K	Hold	2,703	–	–	0.04%	276
2025 Q1	$315K	Hold	2,703	–	–	0.04%	280
2024 Q4	$318K	Hold	2,703	–	–	0.04%	286
2024 Q3	$325K	Hold	2,703	–	–	0.05%	270
2024 Q2	$304K	Hold	2,703	–	–	0.05%	247
2024 Q1	$298K	Buy	+2,703	New	+$284K	0.06%	188

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

Trivium Point Advisory's ACWI Position: Q2 2026 in Review

Trivium Point Advisory held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,703 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #267.

Trivium Point Advisory first reported a position in ACWI in Q1 2024 and has held it in 10 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Trivium Point Advisory held 2,703 shares of iShares MSCI ACWI ETF worth $424K as of Q2 2026.
Trivium Point Advisory left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.04% of Trivium Point Advisory's portfolio in Q2 2026, its #267 holding.
Trivium Point Advisory first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 10 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.