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Waverly Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Waverly Advisors’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 		$11.8M Sell
85,006
-276
-0.3% -$39.7K 0.09% 225
2025
Q4 		$12.1M Sell
85,282
-6,350
-7% -$891K 0.1% 201
2025
Q3 		$12.7M Sell
91,632
-11,082
-11% -$1.47M 0.13% 163
2025
Q2 		$13.2M Buy
102,714
+225
+0.2% +$27K 0.15% 143
2025
Q1 		$11.9M Sell
102,489
-2,211
-2% -$265K 0.15% 152
2024
Q4 		$12.3M Buy
104,700
+18,037
+21% +$2.16M 0.19% 116
2024
Q3 		$10.4M Buy
86,663
+2,499
+3% +$286K 0.19% 117
2024
Q2 		$9.46M Buy
84,164
+7,396
+10% +$813K 0.19% 111
2024
Q1 		$8.45M Buy
76,768
+28,870
+60% +$3.03M 0.2% 101
2023
Q4 		$4.87M Buy
47,898
+3,337
+7% +$319K 0.18% 84
2023
Q3 		$4.12M Sell
44,561
-2,842
-6% -$273K 0.18% 91
2023
Q2 		$4.55M Sell
47,403
-85
-0.2% -$7.89K 0.2% 82
2023
Q1 		$4.33M Buy
47,488
+865
+2% +$77.2K 0.23% 69
2022
Q4 		$3.96M Sell
46,623
-4,696
-9% -$395K 0.22% 66
2022
Q3 		$3.99M Buy
51,319
+4,485
+10% +$387K 0.28% 46
2022
Q2 		$3.93M Buy
46,834
+42,652
+1,020% +$3.88M 0.36% 38
2022
Q1 		$417K Hold
4,182
– – 0.04% 134
2021
Q4 		$417K Hold
4,182
– – 0.04% 134
2021
Q3 		$445K Hold
4,182
– – 0.04% 132
2021
Q2 		$434K Hold
4,182
– – 0.04% 124
2021
Q1 		$415K Hold
4,182
– – 0.04% 112
2020
Q4 		$401K Hold
4,182
– – 0.04% 105
2020
Q3 		$327K Hold
4,182
– – 0.04% 109
2020
Q2 		$336K Hold
4,182
– – 0.04% 107
2020
Q1 		$262K Hold
4,182
– – 0.04% 112
2019
Q4 		$338K Hold
4,182
– – 0.04% 103
2019
Q3 		$308K Hold
4,182
– – 0.04% 103
2019
Q2 		$308K Hold
4,182
– – 0.05% 93
2019
Q1 		$302K Buy
+4,182
New +$291K 0.05% 94
2014
Q1 		– Sell
-3,305
Closed -$190K – 689
2013
Q4 		$190K Buy
+3,305
New +$185K 0.07% 155

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

Waverly Advisors's ACWI Position: Q1 2026 in Review

Waverly Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.32% in Q1 2026, selling an estimated $39.7K and leaving 85,006 shares worth $11.8M. The position accounts for 0.09% of the portfolio, ranked #225.

Waverly Advisors first reported a position in ACWI in Q4 2013 and has held it in 30 quarters since. The position peaked at $13.2M in Q2 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Waverly Advisors held 85,006 shares of iShares MSCI ACWI ETF worth $11.8M as of Q1 2026.
  • Waverly Advisors sold 276 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $39.7K.
  • iShares MSCI ACWI ETF made up 0.09% of Waverly Advisors's portfolio in Q1 2026, its #225 holding.
  • Waverly Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 30 quarters since.
  • Waverly Advisors's iShares MSCI ACWI ETF position peaked at $13.2M in Q2 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.