Bank of Montreal’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bank of Montreal’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
2023 Q4	–	Sell	-500,000	Closed	-$48M	–	3947
2023 Q3	$48M	Buy	+500,000	New	+$48M	0.02%	430
2023 Q2	–	Sell	-1,000,000	Closed	-$91.2M	–	3937
2023 Q1	$91.2M	Buy	+1,000,000	New	+$89.2M	0.04%	253

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of Montreal's ACWI Position: Q2 2026 in Review

Bank of Montreal increased its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q2 2026, buying an estimated $17.1M and bringing the position to 958,002 shares worth $150M. The position accounts for 0.05% of the portfolio, ranked #300.

Bank of Montreal first reported a position in ACWI in Q2 2013 and has held it in 53 quarters since. 636 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Bank of Montreal held 958,002 shares of iShares MSCI ACWI ETF worth $150M as of Q2 2026.
Bank of Montreal bought 112,156 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $17.1M.
iShares MSCI ACWI ETF made up 0.05% of Bank of Montreal's portfolio in Q2 2026, its #300 holding.
Bank of Montreal first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 53 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.