BBR Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

BBR Partners’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	$17.6M	Buy	112,271 +48,926	+77%	+$7.47M	0.83%	17
2026 Q1	$8.77M	Buy	63,345 +21,779	+52%	+$3.13M	0.49%	24
2025 Q4	$5.88M	Buy	41,566 +3	+0%	+$421	0.32%	33
2025 Q3	$5.75M	Hold	41,563	–	–	0.33%	31
2025 Q2	$5.35M	Sell	41,563 -352	-0.8%	-$42.2K	0.33%	31
2025 Q1	$4.88M	Buy	41,915 +17,765	+74%	+$2.13M	0.34%	31
2024 Q4	$2.84M	Buy	+24,150	New	+$2.9M	0.2%	50
2023 Q4	–	Sell	-2,265	Closed	-$209K	–	194
2023 Q3	$209K	Buy	+2,265	New	+$217K	0.02%	177
2019 Q4	–	Sell	-27,988	Closed	-$2.06M	–	200
2019 Q3	$2.06M	Hold	27,988	–	–	0.31%	30
2019 Q2	$2.06M	Hold	27,988	–	–	0.33%	30
2019 Q1	$2.02M	Buy	27,988 +4,298	+18%	+$299K	0.26%	54
2018 Q4	$1.52M	Sell	23,690 -5,141	-18%	-$353K	0.2%	60
2018 Q3	$2.14M	Hold	28,831	–	–	0.31%	30
2018 Q2	$2.05M	Hold	28,831	–	–	0.34%	28
2018 Q1	$2.07M	Buy	28,831 +1,344	+5%	+$99K	0.37%	19
2017 Q4	$1.98M	Buy	+27,487	New	+$1.94M	0.37%	18

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

BBR Partners's ACWI Position: Q2 2026 in Review

BBR Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 77% in Q2 2026, buying an estimated $7.47M and bringing the position to 112,271 shares worth $17.6M. The position accounts for 0.83% of the portfolio, ranked #17.

BBR Partners first reported a position in ACWI in Q4 2017 and has held it in 16 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

BBR Partners held 112,271 shares of iShares MSCI ACWI ETF worth $17.6M as of Q2 2026.
BBR Partners bought 48,926 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $7.47M.
iShares MSCI ACWI ETF made up 0.83% of BBR Partners's portfolio in Q2 2026, its #17 holding.
BBR Partners first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 16 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.