Bartlett & Co Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bartlett & Co Wealth Management’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	$148K	Hold	945	–	–	﹤0.01%	540
2026 Q1	$142K	Buy	945 +450	+91%	+$64.7K	﹤0.01%	509
2025 Q4	$70K	Hold	495	–	–	﹤0.01%	607
2025 Q3	$68.4K	Hold	495	–	–	﹤0.01%	616
2025 Q2	$63.7K	Buy	495 +425	+607%	+$51K	﹤0.01%	619
2025 Q1	$8.15K	Buy	+70	New	+$8.39K	﹤0.01%	929

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bartlett & Co Wealth Management's ACWI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 945 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Bartlett & Co Wealth Management first reported a position in ACWI in Q1 2025 and has held it in 6 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Bartlett & Co Wealth Management held 945 shares of iShares MSCI ACWI ETF worth $148K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #540 holding.
Bartlett & Co Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 6 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.