Anchor Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Anchor Capital Advisors’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	$840K	Sell	5,353 -64	-1%	-$9.78K	0.02%	184
2026 Q1	$750K	Sell	5,417 -17	-0.3%	-$2.44K	0.02%	182
2025 Q4	$769K	Sell	5,434 -39	-0.7%	-$5.47K	0.02%	190
2025 Q3	$757K	Sell	5,473 -79	-1%	-$10.5K	0.02%	192
2025 Q2	$714K	Sell	5,552 -615	-10%	-$73.7K	0.02%	191
2025 Q1	$718K	Sell	6,167 -63	-1%	-$7.55K	0.02%	186
2024 Q4	$732K	Sell	6,230 -160	-3%	-$19.2K	0.02%	192
2024 Q3	$764K	Hold	6,390	–	–	0.02%	185
2024 Q2	$718K	Sell	6,390 -865	-12%	-$95.1K	0.02%	184
2024 Q1	$799K	Hold	7,255	–	–	0.02%	183
2023 Q4	$738K	Hold	7,255	–	–	0.02%	188
2023 Q3	$670K	Sell	7,255 -225	-3%	-$21.6K	0.02%	191
2023 Q2	$718K	Hold	7,480	–	–	0.02%	197
2023 Q1	$682K	Hold	7,480	–	–	0.02%	197
2022 Q4	$635K	Hold	7,480	–	–	0.02%	208
2022 Q3	$582K	Hold	7,480	–	–	0.02%	207
2022 Q2	$627K	Buy	7,480 +6,734	+903%	+$613K	0.02%	207
2022 Q1	$7.48M	Sell	746 -6,824	-90%	-$680K	0.16%	108
2021 Q4	$800K	Sell	7,570 -475	-6%	-$49.6K	0.02%	197
2021 Q3	$803K	Hold	8,045	–	–	0.02%	192
2021 Q2	$814K	Sell	8,045 -25	-0.3%	-$2.49K	0.02%	197
2021 Q1	$768K	Hold	8,070	–	–	0.02%	200
2020 Q4	$732K	Buy	8,070 +7,426	+1,153%	+$634K	0.02%	197
2020 Q3	$8.07M	Sell	644 -7,461	-92%	-$591K	0.2%	110
2020 Q2	$597K	Sell	8,105 -3,360	-29%	-$234K	0.02%	190
2020 Q1	$717K	Hold	11,465	–	–	0.02%	169
2019 Q4	$908K	Sell	11,465 -126	-1%	-$9.63K	0.02%	167
2019 Q3	$854K	Sell	11,591 -429	-4%	-$31.4K	0.03%	173
2019 Q2	$886K	Sell	12,020 -1,005	-8%	-$73.3K	0.03%	165
2019 Q1	$940M	Buy	+13,025	New	+$905K	19.81%	2
2016 Q1	–	Sell	-55,884	Closed	-$3.12M	–	278
2015 Q4	$3.12M	Buy	+55,884	New	+$3.2M	0.08%	133
2015 Q1	–	Sell	-4,018	Closed	-$235K	–	297
2014 Q4	$235K	Buy	+4,018	New	+$236K	﹤0.01%	295

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

Anchor Capital Advisors's ACWI Position: Q2 2026 in Review

Anchor Capital Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.2% in Q2 2026, selling an estimated $9.78K and leaving 5,353 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #184.

Anchor Capital Advisors first reported a position in ACWI in Q4 2014 and has held it in 32 quarters since. The position peaked at $940M in Q1 2019. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Anchor Capital Advisors held 5,353 shares of iShares MSCI ACWI ETF worth $840K as of Q2 2026.
Anchor Capital Advisors sold 64 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $9.78K.
iShares MSCI ACWI ETF made up 0.02% of Anchor Capital Advisors's portfolio in Q2 2026, its #184 holding.
Anchor Capital Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2014 and has held it in 32 quarters since.
Anchor Capital Advisors's iShares MSCI ACWI ETF position peaked at $940M in Q1 2019.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.