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Aspiriant LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Aspiriant LLC’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
Q1 		$2.39M Buy
17,243
+402
+2% +$57.8K 0.07% 97
2025
Q4 		$2.38M Sell
16,841
-475
-3% -$66.7K 0.07% 98
2025
Q3 		$2.39M Sell
17,316
-58
-0.3% -$7.7K 0.07% 90
2025
Q2 		$2.23M Buy
17,374
+350
+2% +$42K 0.07% 95
2025
Q1 		$1.98M Sell
17,024
-841
-5% -$101K 0.07% 96
2024
Q4 		$2.1M Sell
17,865
-4,851
-21% -$582K 0.08% 95
2024
Q3 		$2.72M Sell
22,716
-107,777
-83% -$12.3M 0.1% 82
2024
Q2 		$14.7M Sell
130,493
-531
-0.4% -$58.4K 0.6% 27
2024
Q1 		$14.4M Sell
131,024
-291
-0.2% -$30.6K 0.6% 28
2023
Q4 		$13.4M Buy
131,315
+68,751
+110% +$6.58M 0.6% 29
2023
Q3 		$5.78M Buy
62,564
+23,803
+61% +$2.28M 0.3% 48
2023
Q2 		$3.72M Sell
38,761
-120
-0.3% -$11.1K 0.19% 61
2023
Q1 		$3.54M Sell
38,881
-1,873
-5% -$167K 0.19% 62
2022
Q4 		$3.46M Sell
40,754
-31,109
-43% -$2.62M 0.18% 63
2022
Q3 		$5.59M Buy
71,863
+8,309
+13% +$718K 0.27% 45
2022
Q2 		$5.33M Sell
63,554
-2,470
-4% -$225K 0.26% 49
2022
Q1 		$6.59M Buy
66,024
+2,996
+5% +$299K 0.36% 41
2021
Q4 		$6.67M Buy
63,028
+1,009
+2% +$105K 0.36% 39
2021
Q3 		$6.2M Hold
62,019
– – 0.36% 33
2021
Q2 		$6.28M Buy
62,019
+15,088
+32% +$1.5M 0.35% 32
2021
Q1 		$4.47M Sell
46,931
-3,462
-7% -$325K 0.29% 37
2020
Q4 		$4.57M Buy
50,393
+42,627
+549% +$3.64M 0.31% 35
2020
Q3 		$621K Hold
7,766
– – 0.05% 139
2020
Q2 		$572K Sell
7,766
-5,683
-42% -$396K 0.05% 121
2020
Q1 		$842K Buy
13,449
+6,374
+90% +$472K 0.08% 87
2019
Q4 		$561K Buy
7,075
+38
+0.5% +$2.9K 0.05% 129
2019
Q3 		$519K Sell
7,037
-4,532
-39% -$332K 0.05% 146
2019
Q2 		$853K Buy
11,569
+121
+1% +$8.82K 0.07% 122
2019
Q1 		$826K Buy
11,448
+1,923
+20% +$134K 0.07% 125
2018
Q4 		$611K Hold
9,525
– – 0.05% 133
2018
Q3 		$708K Sell
9,525
-2,322
-20% -$170K 0.06% 128
2018
Q2 		$843K Sell
11,847
-141,073
-92% -$10.2M 0.07% 118
2018
Q1 		$11M Buy
152,920
+144,271
+1,668% +$10.6M 0.96% 25
2017
Q4 		$624K Sell
8,649
-298,802
-97% -$21.1M 0.18% 45
2017
Q3 		$21.2M Sell
307,451
-22,608
-7% -$1.52M 1.77% 17
2017
Q2 		$21.6M Sell
330,059
-411,241
-55% -$26.7M 1.88% 14
2017
Q1 		$46.9M Buy
741,300
+312,052
+73% +$19.3M 3.99% 4
2016
Q4 		$25.4M Buy
429,248
+420,549
+4,834% +$24.7M 2.3% 11
2016
Q3 		$514K Sell
8,699
-200
-2% -$11.7K 0.05% 136
2016
Q2 		$500K Sell
8,899
-1,432
-14% -$80.8K 0.05% 139
2016
Q1 		$579K Sell
10,331
-4,741
-31% -$251K 0.06% 126
2015
Q4 		$841K Buy
15,072
+4,705
+45% +$269K 0.09% 48
2015
Q3 		$559K Sell
10,367
-1,133
-10% -$65.2K 0.05% 68
2015
Q2 		$684K Sell
11,500
-1,636
-12% -$101K 0.07% 60
2015
Q1 		$788K Buy
13,136
+2,196
+20% +$131K 0.1% 47
2014
Q4 		$640K Sell
10,940
-7,428
-40% -$436K 0.09% 52
2014
Q3 		$1.08M Hold
18,368
– – 0.15% 32
2014
Q2 		$1.11M Hold
18,368
– – 0.15% 39
2014
Q1 		$1.07M Hold
18,368
– – 0.15% 47
2013
Q4 		$1.06M Hold
18,368
– – 0.16% 40
2013
Q3 		$990K Sell
18,368
-11,744
-39% -$618K 0.18% 24
2013
Q2 		$1.51M Buy
+30,112
New +$1.56M 0.24% 25

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Aspiriant LLC's ACWI Position: Q1 2026 in Review

Aspiriant LLC increased its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q1 2026, buying an estimated $57.8K and bringing the position to 17,243 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #97.

Aspiriant LLC first reported a position in ACWI in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.9M in Q1 2017. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Aspiriant LLC held 17,243 shares of iShares MSCI ACWI ETF worth $2.39M as of Q1 2026.
  • Aspiriant LLC bought 402 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $57.8K.
  • iShares MSCI ACWI ETF made up 0.07% of Aspiriant LLC's portfolio in Q1 2026, its #97 holding.
  • Aspiriant LLC first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 52 quarters since.
  • Aspiriant LLC's iShares MSCI ACWI ETF position peaked at $46.9M in Q1 2017.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.