Bank of Montreal
ACWI icon

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

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 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. 844 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.
  • 844 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.