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Angeles Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Angeles Investment 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 		$2.12M Sell
13,536
-242
-2% -$37K 0.13% 25
2026
Q1 		$1.91M Sell
13,778
-330
-2% -$47.4K 0.13% 23
2025
Q4 		$2M Sell
14,108
-335
-2% -$47K 0.13% 22
2025
Q3 		$2M Buy
14,443
+218
+2% +$29K 0.13% 20
2025
Q2 		$1.83M Sell
14,225
-590
-4% -$70.7K 0.1% 19
2025
Q1 		$1.72M Sell
14,815
-370
-2% -$44.3K 0.09% 22
2024
Q4 		$1.78M Sell
15,185
-265
-2% -$31.8K 0.09% 32
2024
Q3 		$1.85M Buy
15,450
+2,950
+24% +$338K 0.09% 34
2024
Q2 		$1.41M Hold
12,500
– – 0.07% 39
2024
Q1 		$1.38M Sell
12,500
-500
-4% -$52.5K 0.07% 35
2023
Q4 		$1.32M Sell
13,000
-628
-5% -$60.1K 0.08% 34
2023
Q3 		$1.26M Buy
13,628
+908
+7% +$87.1K 0.1% 29
2023
Q2 		$1.22M Sell
12,720
-180
-1% -$16.7K 0.1% 27
2023
Q1 		$1.18M Hold
12,900
– – 0.1% 26
2022
Q4 		$1.09M Hold
12,900
– – 0.09% 24
2022
Q3 		$1M Hold
12,900
– – 0.1% 22
2022
Q2 		$1.08M Hold
12,900
– – 0.1% 21
2022
Q1 		$1.29M Hold
12,900
– – 0.09% 26
2021
Q4 		$1.36M Buy
+12,900
New +$1.35M 0.07% 67
2019
Q1 		– Sell
-67,595
Closed -$4.34M – 46
2018
Q4 		$4.34M Buy
+67,595
New +$4.64M 3.76% 5

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

Angeles Investment Advisors's ACWI Position: Q2 2026 in Review

Angeles Investment Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.8% in Q2 2026, selling an estimated $37K and leaving 13,536 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #25.

Angeles Investment Advisors first reported a position in ACWI in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.34M in Q4 2018. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Angeles Investment Advisors held 13,536 shares of iShares MSCI ACWI ETF worth $2.12M as of Q2 2026.
  • Angeles Investment Advisors sold 242 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $37K.
  • iShares MSCI ACWI ETF made up 0.13% of Angeles Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Angeles Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 20 quarters since.
  • Angeles Investment Advisors's iShares MSCI ACWI ETF position peaked at $4.34M in Q4 2018.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.