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

Wealth Architects’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 		$1.03M Sell
6,567
-235
-3% -$35.9K 0.08% 109
2026
Q1 		$941K Hold
6,802
– – 0.08% 105
2025
Q4 		$962K Sell
6,802
-14
-0.2% -$1.97K 0.09% 102
2025
Q3 		$942K Sell
6,816
-326
-5% -$43.3K 0.09% 105
2025
Q2 		$919K Sell
7,142
-552
-7% -$66.2K 0.09% 100
2025
Q1 		$896K Hold
7,694
– – 0.1% 102
2024
Q4 		$904K Hold
7,694
– – 0.1% 87
2024
Q3 		$920K Sell
7,694
-46
-0.6% -$5.27K 0.1% 83
2024
Q2 		$870K Hold
7,740
– – 0.11% 85
2024
Q1 		$852K Hold
7,740
– – 0.11% 85
2023
Q4 		$788K Hold
7,740
– – 0.11% 82
2023
Q3 		$715K Hold
7,740
– – 0.12% 84
2023
Q2 		$743K Buy
7,740
+9
+0.1% +$835 0.12% 78
2023
Q1 		$705K Sell
7,731
-97
-1% -$8.65K 0.12% 76
2022
Q4 		$664K Buy
7,828
+921
+13% +$77.5K 0.13% 77
2022
Q3 		$538K Sell
6,907
-134
-2% -$11.6K 0.11% 81
2022
Q2 		$591K Hold
7,041
– – 0.12% 84
2022
Q1 		$703K Sell
7,041
-77
-1% -$7.67K 0.12% 79
2021
Q4 		$753K Buy
7,118
+9
+0.1% +$940 0.13% 73
2021
Q3 		$710K Buy
7,109
+2
+0% +$205 0.14% 70
2021
Q2 		$719K Hold
7,107
– – 0.14% 66
2021
Q1 		$676K Buy
7,107
+23
+0.3% +$2.16K 0.15% 62
2020
Q4 		$643K Sell
7,084
-565
-7% -$48.3K 0.15% 63
2020
Q3 		$611K Hold
7,649
– – 0.17% 59
2020
Q2 		$564K Buy
7,649
+1,287
+20% +$89.8K 0.16% 62
2020
Q1 		$398K Buy
6,362
+3,237
+104% +$240K 0.14% 77
2019
Q4 		$248K Sell
3,125
-69
-2% -$5.28K 0.07% 112
2019
Q3 		$236K Sell
3,194
-596
-16% -$43.7K 0.07% 112
2019
Q2 		$279K Buy
3,790
+82
+2% +$5.98K 0.08% 102
2019
Q1 		$268K Buy
3,708
+4
+0.1% +$278 0.08% 102
2018
Q4 		$238K Buy
+3,704
New +$254K 0.09% 103

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

Wealth Architects's ACWI Position: Q2 2026 in Review

Wealth Architects reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.5% in Q2 2026, selling an estimated $35.9K and leaving 6,567 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #109.

Wealth Architects first reported a position in ACWI in Q4 2018 and has held it in 31 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Wealth Architects held 6,567 shares of iShares MSCI ACWI ETF worth $1.03M as of Q2 2026.
  • Wealth Architects sold 235 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $35.9K.
  • iShares MSCI ACWI ETF made up 0.08% of Wealth Architects's portfolio in Q2 2026, its #109 holding.
  • Wealth Architects first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 31 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.