Allie Family Office’s iShares MSCI ACWI ETF ACWI Stock Holding History

Allie Family Office’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	–	Sell	-1,699	Closed	-$235K	–	108
2026 Q1	$235K	Hold	1,699	–	–	0.1%	90
2025 Q4	$240K	Hold	1,699	–	–	0.11%	88
2025 Q3	$235K	Hold	1,699	–	–	0.11%	88
2025 Q2	$218K	Buy	+1,699	New	+$204K	0.11%	81

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

Allie Family Office's ACWI Position: Q2 2026 in Review

Allie Family Office sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 1,699 shares — an estimated $235K sold.

Allie Family Office first reported a position in ACWI in Q2 2025 and held it in 4 quarters. The position peaked at $240K in Q4 2025. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Allie Family Office reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
Allie Family Office sold 1,699 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $235K.
Allie Family Office first reported a position in iShares MSCI ACWI ETF in Q2 2025 and held it in 4 quarters.
Allie Family Office's iShares MSCI ACWI ETF position peaked at $240K in Q4 2025.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.