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 Q2	$214K	Sell	1,365 -454	-25%	-$69.4K	0.07%	85
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 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

Veridan Wealth's ACWI Position: Q2 2026 in Review

Veridan Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 25% in Q2 2026, selling an estimated $69.4K and leaving 1,365 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #85.

Veridan Wealth first reported a position in ACWI in Q2 2024 and has held it in 7 quarters since. The position peaked at $259K in Q4 2024. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Veridan Wealth held 1,365 shares of iShares MSCI ACWI ETF worth $214K as of Q2 2026.
Veridan Wealth sold 454 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $69.4K.
iShares MSCI ACWI ETF made up 0.07% of Veridan Wealth's portfolio in Q2 2026, its #85 holding.
Veridan Wealth first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares MSCI ACWI ETF position peaked at $259K in Q4 2024.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.