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

Veridan 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 		$252K Hold
1,819
– – 0.09% 74
2025
Q4 		$257K Buy
1,819
+10
+0.6% +$1.4K 0.09% 74
2025
Q3 		$250K Buy
+1,809
New +$240K 0.09% 73
2025
Q1 		$245K Sell
2,103
-49
-2% -$5.87K 0.11% 69
2024
Q4 		$259K Buy
+2,152
New +$258K 0.12% 77
2024
Q2 		$233K Buy
+1,809
New +$199K 0.09% 77

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 $2.54B AUM 23.56% 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

Veridan Wealth's ACWI Position: Q1 2026 in Review

Veridan Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 1,819 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #74.

Veridan Wealth first reported a position in ACWI in Q2 2024 and has held it in 6 quarters since. The position peaked at $259K in Q4 2024. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Veridan Wealth held 1,819 shares of iShares MSCI ACWI ETF worth $252K as of Q1 2026.
  • Veridan Wealth left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.09% of Veridan Wealth's portfolio in Q1 2026, its #74 holding.
  • Veridan Wealth first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's iShares MSCI ACWI ETF position peaked at $259K in Q4 2024.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

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