Wealthspire Advisors (New York)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealthspire Advisors (New York)’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	$1.29M	Buy	8,231 +4,217	+105%	+$644K	0.01%	508
2026 Q1	$555K	Buy	4,014 +1,352	+51%	+$194K	﹤0.01%	544
2025 Q4	$377K	Buy	2,662 +405	+18%	+$56.8K	﹤0.01%	710
2025 Q3	$312K	Hold	2,257	–	–	﹤0.01%	647
2025 Q2	$290K	Sell	2,257 -63,064	-97%	-$7.56M	﹤0.01%	679
2025 Q1	$7.6M	Hold	65,321	–	–	0.05%	135
2024 Q4	$7.68M	Buy	65,321 +222	+0.3%	+$26.6K	0.08%	123
2024 Q3	$7.78M	Buy	65,099 +93	+0.1%	+$10.7K	0.08%	121
2024 Q2	$7.31M	Buy	65,006 +6	+0%	+$660	0.09%	95
2024 Q1	$7.16M	Sell	65,000 -42	-0.1%	-$4.41K	0.1%	96
2023 Q4	$6.62M	Buy	65,042 +1	+0%	+$96	0.09%	98
2023 Q3	$6.01M	Buy	65,041 +42	+0.1%	+$4.03K	0.1%	97
2023 Q2	$6.24M	Buy	64,999 +1	+0%	+$93	0.1%	88
2023 Q1	$5.93M	Sell	64,998 -1,266	-2%	-$113K	0.1%	89
2022 Q4	$5.62M	Buy	66,264 +1,422	+2%	+$120K	0.1%	89
2022 Q3	$5.05M	Hold	64,842	–	–	0.11%	91
2022 Q2	$5.44M	Sell	64,842 -6,354	-9%	-$578K	0.11%	81
2022 Q1	$7.1M	Sell	71,196 -49	-0.1%	-$4.88K	0.16%	59
2021 Q4	$7.54M	Hold	71,245	–	–	0.17%	59
2021 Q3	$7.12M	Sell	71,245 -75	-0.1%	-$7.7K	0.15%	73
2021 Q2	$7.22M	Sell	71,320 -24,870	-26%	-$2.48M	0.19%	57
2021 Q1	$9.15M	Sell	96,190 -1,061	-1%	-$99.7K	0.22%	58
2020 Q4	$8.82M	Buy	97,251 +1,633	+2%	+$139K	0.26%	54
2020 Q3	$7.64M	Buy	95,618 +84,587	+767%	+$6.7M	0.45%	30
2020 Q2	$813K	Buy	+11,031	New	+$770K	0.06%	116
2019 Q1	–	Sell	-127	Closed	-$8K	–	55
2018 Q4	$8K	Buy	+127	New	+$8.72K	﹤0.01%	543

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

Wealthspire Advisors (New York)'s ACWI Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI ACWI ETF (ACWI) stake by 105% in Q2 2026, buying an estimated $644K and bringing the position to 8,231 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #508.

Wealthspire Advisors (New York) first reported a position in ACWI in Q4 2018 and has held it in 26 quarters since. The position peaked at $9.15M in Q1 2021. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Wealthspire Advisors (New York) held 8,231 shares of iShares MSCI ACWI ETF worth $1.29M as of Q2 2026.
Wealthspire Advisors (New York) bought 4,217 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $644K.
iShares MSCI ACWI ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #508 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 26 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI ACWI ETF position peaked at $9.15M in Q1 2021.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.