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Waldron Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Waldron Private 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 		$27.6M Buy
199,442
+353
+0.2% +$50.7K 1.08% 16
2025
Q4 		$28.2M Buy
199,089
+11
+0% +$1.54K 1.11% 16
2025
Q3 		$27.5M Sell
199,078
-1,117
-0.6% -$148K 1.12% 15
2025
Q2 		$25.7M Sell
200,195
-89
-0% -$10.7K 1.12% 18
2025
Q1 		$23.3M Buy
200,284
+1,014
+0.5% +$121K 1.1% 20
2024
Q4 		$23.4M Sell
199,270
-27
-0% -$3.24K 0.94% 21
2024
Q3 		$23.8M Sell
199,297
-745
-0.4% -$85.4K 0.99% 21
2024
Q2 		$22.5M Buy
200,042
+1,250
+0.6% +$137K 1.01% 21
2024
Q1 		$21.9M Buy
198,792
+48
+0% +$5.04K 0.99% 21
2023
Q4 		$20.2M Buy
198,744
+6,876
+4% +$658K 0.96% 22
2023
Q3 		$17.7M Buy
191,868
+2,462
+1% +$236K 0.92% 24
2023
Q2 		$18.2M Sell
189,406
-510
-0.3% -$47.3K 0.91% 25
2023
Q1 		$17.3M Sell
189,916
-16
-0% -$1.43K 0.84% 26
2022
Q4 		$14.8M Hold
189,932
– – 0.92% 26
2022
Q3 		$14.8M Buy
189,932
+4,362
+2% +$377K 0.92% 26
2022
Q2 		$15.6M Buy
185,570
+403
+0.2% +$36.7K 0.87% 30
2022
Q1 		$18.5M Buy
185,167
+640
+0.3% +$63.8K 0.95% 28
2021
Q4 		$19.5M Sell
184,527
-904
-0.5% -$94.5K 0.96% 29
2021
Q3 		$18.5M Buy
185,431
+32
+0% +$3.29K 1.08% 25
2021
Q2 		$18.8M Hold
185,399
– – 1.2% 19
2021
Q1 		$17.6M Hold
185,399
– – 1.23% 19
2020
Q4 		$16.8M Buy
185,399
+704
+0.4% +$60.1K 1.25% 19
2020
Q3 		$14.8M Buy
184,695
+12
+0% +$950 1.26% 21
2020
Q2 		$13.6M Buy
184,683
+5,591
+3% +$390K 1.2% 24
2020
Q1 		$11.2M Buy
179,092
+174,678
+3,957% +$12.9M 1.19% 22
2019
Q4 		$349K Hold
4,414
– – 0.03% 193
2019
Q3 		$325K Sell
4,414
-374
-8% -$27.4K 0.03% 184
2019
Q2 		$352K Buy
4,788
+70
+1% +$5.11K 0.04% 161
2019
Q1 		$340K Buy
+4,718
New +$328K 0.04% 176

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 $1.27B AUM 11.98% 1-Year Est. Return

Waldron Private Wealth's ACWI Position: Q1 2026 in Review

Waldron Private Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 0.18% in Q1 2026, buying an estimated $50.7K and bringing the position to 199,442 shares worth $27.6M. The position accounts for 1.08% of the portfolio, ranked #16.

Waldron Private Wealth first reported a position in ACWI in Q1 2019 and has held it in 29 quarters since. The position peaked at $28.2M in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Waldron Private Wealth held 199,442 shares of iShares MSCI ACWI ETF worth $27.6M as of Q1 2026.
  • Waldron Private Wealth bought 353 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $50.7K.
  • iShares MSCI ACWI ETF made up 1.08% of Waldron Private Wealth's portfolio in Q1 2026, its #16 holding.
  • Waldron Private Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 29 quarters since.
  • Waldron Private Wealth's iShares MSCI ACWI ETF position peaked at $28.2M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.