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Advisory Research’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advisory Research’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 		$351K Buy
+2,237
New +$342K 0.04% 131
2026
Q1 		– Sell
-16,180
Closed -$2.29M – 138
2025
Q4 		$2.29M Buy
16,180
+13,352
+472% +$1.87M 0.29% 68
2025
Q3 		$391K Buy
+2,828
New +$376K 0.05% 135
2025
Q2 		– Sell
-100,374
Closed -$11.7M – 143
2025
Q1 		$11.7M Buy
100,374
+81,467
+431% +$9.76M 2.06% 14
2024
Q4 		$2.22M Buy
18,907
+16,091
+571% +$1.93M 0.37% 59
2024
Q3 		$337K Sell
2,816
-666
-19% -$76.3K 0.06% 142
2024
Q2 		$391K Buy
3,482
+889
+34% +$97.7K 0.07% 142
2024
Q1 		$286K Sell
2,593
-98,080
-97% -$10.3M 0.06% 143
2023
Q4 		$10.2M Buy
100,673
+98,290
+4,125% +$9.4M 1.58% 15
2023
Q3 		$220K Buy
+2,383
New +$229K 0.03% 410
2023
Q1 		– Sell
-331,519
Closed -$28.1M – 350
2022
Q4 		$28.1M Buy
331,519
+316,049
+2,043% +$26.6M 2.65% 6
2022
Q3 		$1.2M Buy
15,470
+4,117
+36% +$356K 0.12% 133
2022
Q2 		$952K Sell
11,353
-12,888
-53% -$1.17M 0.09% 160
2022
Q1 		$2.42M Sell
24,241
-46,647
-66% -$4.65M 0.19% 82
2021
Q4 		$7.5M Buy
70,888
+54,183
+324% +$5.66M 0.59% 35
2021
Q3 		$1.67M Sell
16,705
-13,783
-45% -$1.41M 0.11% 147
2021
Q2 		$3.08M Buy
30,488
+3,604
+13% +$359K 0.2% 108
2021
Q1 		$2.56M Buy
+26,884
New +$2.53M 0.18% 113
2020
Q2 		– Sell
-5,020
Closed -$314K – 307
2020
Q1 		$314K Sell
5,020
-240,484
-98% -$17.8M 0.02% 240
2019
Q4 		$19.5M Buy
245,504
+237,713
+3,051% +$18.2M 0.89% 49
2019
Q3 		$575K Buy
+7,791
New +$571K 0.03% 240
2019
Q1 		– Sell
-255,217
Closed -$16.4M – 343
2018
Q4 		$16.4M Buy
+255,217
New +$17.5M 0.35% 79
2018
Q1 		– Sell
-392,625
Closed -$28.3M – 369
2017
Q4 		$28.3M Buy
+392,625
New +$27.8M 0.47% 64

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

Advisory Research's ACWI Position: Q2 2026 in Review

Advisory Research opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 2,237 shares worth $351K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings. This is a return to the name: Advisory Research previously reported a position in ACWI as recently as Q4 2025.

Advisory Research first reported a position in ACWI in Q4 2017 and has held it in 23 quarters since. The position peaked at $28.3M in Q4 2017. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Advisory Research held 2,237 shares of iShares MSCI ACWI ETF worth $351K as of Q2 2026.
  • iShares MSCI ACWI ETF was a new Advisory Research position in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Advisory Research's portfolio in Q2 2026, its #131 holding.
  • Advisory Research first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 23 quarters since.
  • Advisory Research's iShares MSCI ACWI ETF position peaked at $28.3M in Q4 2017.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.