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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
Q2 		$31.3M Sell
199,242
-200
-0.1% -$30.6K 1.08% 17
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 $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Waldron Private Wealth's ACWI Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.1% in Q2 2026, selling an estimated $30.6K and leaving 199,242 shares worth $31.3M. The position accounts for 1.08% of the portfolio, ranked #17.

Waldron Private Wealth first reported a position in ACWI in Q1 2019 and has held it in 30 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Waldron Private Wealth held 199,242 shares of iShares MSCI ACWI ETF worth $31.3M as of Q2 2026.
  • Waldron Private Wealth sold 200 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $30.6K.
  • iShares MSCI ACWI ETF made up 1.08% of Waldron Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Waldron Private Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 30 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.