Analyst IMS Investment Management Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Analyst IMS Investment Management Services’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	$714K	Sell	4,546 -165	-4%	-$25.2K	0.02%	113
2026 Q1	$652K	Sell	4,711 -183	-4%	-$26.3K	0.02%	104
2025 Q4	$692K	Buy	4,894 +200	+4%	+$28.1K	0.02%	98
2025 Q3	$649K	Sell	4,694 -68	-1%	-$9.03K	0.02%	100
2025 Q2	$612K	Buy	4,762 +942	+25%	+$113K	0.02%	104
2025 Q1	$445K	Buy	3,820 +260	+7%	+$31.2K	0.02%	113
2024 Q4	$418K	Buy	3,560 +3	+0.1%	+$360	0.02%	113
2024 Q3	$425K	Sell	3,557 -1,773	-33%	-$203K	0.02%	111
2024 Q2	$599K	Buy	5,330 +228	+4%	+$25.1K	0.02%	92
2024 Q1	$562K	Buy	5,102 +1,742	+52%	+$183K	0.02%	85
2023 Q4	$342K	Sell	3,360 -1,504	-31%	-$144K	0.02%	89
2023 Q3	$451K	Buy	+4,864	New	+$467K	0.03%	79
2018 Q4	–	Sell	-1,395	Closed	-$104	–	100
2018 Q3	$104	Buy	+1,395	New	+$102K	0.02%	118

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

Analyst IMS Investment Management Services's ACWI Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.5% in Q2 2026, selling an estimated $25.2K and leaving 4,546 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #113.

Analyst IMS Investment Management Services first reported a position in ACWI in Q3 2018 and has held it in 13 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Analyst IMS Investment Management Services held 4,546 shares of iShares MSCI ACWI ETF worth $714K as of Q2 2026.
Analyst IMS Investment Management Services sold 165 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $25.2K.
iShares MSCI ACWI ETF made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #113 holding.
Analyst IMS Investment Management Services first reported a position in iShares MSCI ACWI ETF in Q3 2018 and has held it in 13 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.