Bank Julius Baer & Co
ACWI icon

Bank Julius Baer & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bank Julius Baer & Co’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 		$1.37M Hold
8,728
– – ﹤0.01% 367
2026
Q1 		$1.21M Buy
8,728
+7,472
+595% +$1.07M ﹤0.01% 365
2025
Q4 		$178K Sell
1,256
-384,528
-100% -$54M ﹤0.01% 489
2025
Q3 		$53.3M Buy
385,784
+43,647
+13% +$5.8M 0.15% 106
2025
Q2 		$44M Sell
342,137
-8,321
-2% -$998K 0.13% 110
2025
Q1 		$40.8M Sell
350,458
-62,036
-15% -$7.43M 0.13% 111
2024
Q4 		$48.8M Buy
412,494
+37,587
+10% +$4.51M 0.15% 107
2024
Q3 		$48.2M Buy
374,907
+19,930
+6% +$2.28M 0.16% 90
2024
Q2 		$41.7M Sell
354,977
-1,029
-0.3% -$113K 0.16% 87
2024
Q1 		$38.6M Buy
356,006
+110,995
+45% +$11.7M 0.15% 100
2023
Q4 		$24.9M Buy
245,011
+2,025
+0.8% +$194K 0.11% 123
2023
Q3 		$22.4M Buy
242,986
+66,100
+37% +$6.34M 0.13% 110
2023
Q2 		$17M Buy
176,886
+48,698
+38% +$4.52M 0.1% 124
2023
Q1 		$11.7M Sell
128,188
-49,299
-28% -$4.4M 0.07% 141
2022
Q4 		$15.1M Buy
177,487
+139,272
+364% +$11.7M 0.1% 122
2022
Q3 		$2.97M Sell
38,215
-77,083
-67% -$6.66M 0.02% 182
2022
Q2 		$9.67M Buy
115,298
+84,733
+277% +$7.71M 0.07% 139
2022
Q1 		$3.05M Sell
30,565
-3,506
-10% -$349K 0.02% 195
2021
Q4 		$3.6M Buy
34,071
+2,877
+9% +$301K 0.02% 221
2021
Q3 		$3.12M Buy
31,194
+21,746
+230% +$2.23M 0.02% 227
2021
Q2 		$956K Sell
9,448
-25,044
-73% -$2.5M 0.01% 355
2021
Q1 		$3.28M Sell
34,492
-8,453
-20% -$794K 0.02% 228
2020
Q4 		$3.9M Buy
42,945
+31,498
+275% +$2.69M 0.03% 209
2020
Q3 		$915K Buy
11,447
+790
+7% +$62.6K 0.01% 306
2020
Q2 		$786K Sell
10,657
-9,999
-48% -$698K 0.01% 305
2020
Q1 		$1.18M Buy
+20,656
New +$1.53M 0.03% 204

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

Bank Julius Baer & Co's ACWI Position: Q2 2026 in Review

Bank Julius Baer & Co held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 8,728 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Bank Julius Baer & Co first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.3M in Q3 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Bank Julius Baer & Co held 8,728 shares of iShares MSCI ACWI ETF worth $1.37M as of Q2 2026.
  • Bank Julius Baer & Co left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #367 holding.
  • Bank Julius Baer & Co first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's iShares MSCI ACWI ETF position peaked at $53.3M in Q3 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.