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 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 $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s ACWI Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI ACWI ETF (ACWI) stake by 51% in Q1 2026, buying an estimated $194K and bringing the position to 4,014 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Wealthspire Advisors (New York) first reported a position in ACWI in Q4 2018 and has held it in 25 quarters since. The position peaked at $9.15M in Q1 2021. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Wealthspire Advisors (New York) held 4,014 shares of iShares MSCI ACWI ETF worth $555K as of Q1 2026.
Wealthspire Advisors (New York) bought 1,352 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $194K.
iShares MSCI ACWI ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #544 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 25 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI ACWI ETF position peaked at $9.15M in Q1 2021.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.