Baird Financial Group
ACWI icon

Baird Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Baird Financial Group’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 		$3.05M Sell
22,032
-3,374
-13% -$485K ﹤0.01% 902
2025
Q4 		$3.59M Buy
25,406
+3,401
+15% +$477K 0.01% 838
2025
Q3 		$3.04M Sell
22,005
-1
-0% -$133 ﹤0.01% 904
2025
Q2 		$2.83M Sell
22,006
-21
-0.1% -$2.52K 0.01% 901
2025
Q1 		$2.56M Sell
22,027
-10,240
-32% -$1.23M ﹤0.01% 894
2024
Q4 		$3.79M Buy
32,267
+11,343
+54% +$1.36M 0.01% 767
2024
Q3 		$2.5M Buy
20,924
+16,166
+340% +$1.85M ﹤0.01% 901
2024
Q2 		$535K Buy
4,758
+337
+8% +$37K ﹤0.01% 1363
2024
Q1 		$487K Sell
4,421
-711
-14% -$74.7K ﹤0.01% 1391
2023
Q4 		$522K Buy
5,132
+595
+13% +$56.9K ﹤0.01% 1339
2023
Q3 		$419K Sell
4,537
-2,765
-38% -$265K ﹤0.01% 1401
2023
Q2 		$701K Buy
7,302
+1,310
+22% +$122K ﹤0.01% 1226
2023
Q1 		$546K Sell
5,992
-12
-0.2% -$1.07K ﹤0.01% 1292
2022
Q4 		$510K Buy
6,004
+1,126
+23% +$94.8K ﹤0.01% 1287
2022
Q3 		$380K Sell
4,878
-3,194
-40% -$276K ﹤0.01% 1372
2022
Q2 		$677K Buy
8,072
+3,319
+70% +$302K ﹤0.01% 1225
2022
Q1 		$474K Sell
4,753
-2,635
-36% -$263K ﹤0.01% 1430
2021
Q4 		$782K Buy
7,388
+3,365
+84% +$352K ﹤0.01% 1294
2021
Q3 		$402K Hold
4,023
– – ﹤0.01% 1559
2021
Q2 		$407K Sell
4,023
-6
-0.1% -$598 ﹤0.01% 1473
2021
Q1 		$383K Buy
4,029
+190
+5% +$17.9K ﹤0.01% 1438
2020
Q4 		$348K Hold
3,839
– – ﹤0.01% 1325
2020
Q3 		$307K Buy
3,839
+37
+1% +$2.93K ﹤0.01% 1295
2020
Q2 		$280K Buy
+3,802
New +$265K ﹤0.01% 1322
2020
Q1 		– Sell
-9,595
Closed -$760K – 1427
2019
Q4 		$760K Buy
9,595
+6,836
+248% +$523K ﹤0.01% 1050
2019
Q3 		$203K Sell
2,759
-7
-0.3% -$513 ﹤0.01% 1440
2019
Q2 		$204K Sell
2,766
-235
-8% -$17.1K ﹤0.01% 1463
2019
Q1 		$217K Sell
3,001
-5,081
-63% -$353K ﹤0.01% 1229
2018
Q4 		$519K Buy
8,082
+2,124
+36% +$146K ﹤0.01% 976
2018
Q3 		$444K Buy
+5,958
New +$436K ﹤0.01% 1079

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

Baird Financial Group's ACWI Position: Q1 2026 in Review

Baird Financial Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q1 2026, selling an estimated $485K and leaving 22,032 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Baird Financial Group first reported a position in ACWI in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.79M in Q4 2024. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Baird Financial Group held 22,032 shares of iShares MSCI ACWI ETF worth $3.05M as of Q1 2026.
  • Baird Financial Group sold 3,374 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $485K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #902 holding.
  • Baird Financial Group first reported a position in iShares MSCI ACWI ETF in Q3 2018 and has held it in 30 quarters since.
  • Baird Financial Group's iShares MSCI ACWI ETF position peaked at $3.79M in Q4 2024.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.