AlTi Global’s iShares MSCI ACWI ETF ACWI Stock Holding History

AlTi Global’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	$14.9M	Buy	94,622 +4,088	+5%	+$625K	0.31%	44
2026 Q1	$12.5M	Buy	90,534 +1,303	+1%	+$187K	0.27%	49
2025 Q4	$12.6M	Buy	89,231 +11,198	+14%	+$1.57M	0.27%	48
2025 Q3	$10.8M	Sell	78,033 -2,768	-3%	-$368K	0.25%	57
2025 Q2	$10.4M	Sell	80,801 -536	-0.7%	-$64.3K	0.26%	53
2025 Q1	$9.47M	Sell	81,337 -1,074	-1%	-$129K	0.25%	48
2024 Q4	$9.7M	Sell	82,411 -30,472	-27%	-$3.66M	0.23%	52
2024 Q3	$13.5M	Buy	112,883 +12,670	+13%	+$1.45M	0.32%	41
2024 Q2	$11.3M	Buy	100,213 +1,351	+1%	+$149K	0.3%	40
2024 Q1	$10.9M	Sell	98,862 -4,773	-5%	-$501K	0.3%	43
2023 Q4	$10.5M	Buy	+103,635	New	+$9.91M	0.32%	43

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

AlTi Global's ACWI Position: Q2 2026 in Review

AlTi Global increased its iShares MSCI ACWI ETF (ACWI) stake by 4.5% in Q2 2026, buying an estimated $625K and bringing the position to 94,622 shares worth $14.9M. The position accounts for 0.31% of the portfolio, ranked #44.

AlTi Global first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

AlTi Global held 94,622 shares of iShares MSCI ACWI ETF worth $14.9M as of Q2 2026.
AlTi Global bought 4,088 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $625K.
iShares MSCI ACWI ETF made up 0.31% of AlTi Global's portfolio in Q2 2026, its #44 holding.
AlTi Global first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.