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 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 $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

BBR Partners's ACWI Position: Q1 2026 in Review

BBR Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 52% in Q1 2026, buying an estimated $3.13M and bringing the position to 63,345 shares worth $8.77M. The position accounts for 0.49% of the portfolio, ranked #24.

BBR Partners first reported a position in ACWI in Q4 2017 and has held it in 15 quarters since. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

BBR Partners held 63,345 shares of iShares MSCI ACWI ETF worth $8.77M as of Q1 2026.
BBR Partners bought 21,779 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $3.13M.
iShares MSCI ACWI ETF made up 0.49% of BBR Partners's portfolio in Q1 2026, its #24 holding.
BBR Partners first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 15 quarters since.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.