Berkshire Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Berkshire Asset 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 Q1	$1.46M	Hold	10,556	–	–	0.06%	117
2025 Q4	$1.49M	Hold	10,556	–	–	0.07%	121
2025 Q3	$1.46M	Hold	10,556	–	–	0.06%	132
2025 Q2	$1.36M	Hold	10,556	–	–	0.06%	132
2025 Q1	$1.26M	Hold	10,556	–	–	0.06%	132
2024 Q4	$1.29M	Hold	10,556	–	–	0.06%	132
2024 Q3	$1.19M	Hold	10,556	–	–	0.06%	127
2024 Q2	$1.19M	Hold	10,556	–	–	0.06%	128
2024 Q1	$1.16M	Hold	10,556	–	–	0.06%	118
2023 Q4	$1.07M	Hold	10,556	–	–	0.06%	120
2023 Q3	$975K	Hold	10,556	–	–	0.06%	115
2023 Q2	$1.01M	Hold	10,556	–	–	0.06%	115
2023 Q1	$962K	Hold	10,556	–	–	0.06%	115
2022 Q4	$896K	Hold	10,556	–	–	0.06%	102
2022 Q3	$822K	Hold	10,556	–	–	0.06%	118
2022 Q2	$886K	Buy	+10,556	New	+$961K	0.06%	117
2022 Q1	–	Sell	-10,556	Closed	-$1.12M	–	202
2021 Q4	$1.12M	Hold	10,556	–	–	0.07%	115
2021 Q3	$1.05M	Hold	10,556	–	–	0.07%	116
2021 Q2	$1.07M	Hold	10,556	–	–	0.07%	117
2021 Q1	$1M	Hold	10,556	–	–	0.07%	116
2020 Q4	$958K	Buy	+10,556	New	+$902K	0.07%	113
2020 Q2	–	Sell	-11,321	Closed	-$708K	–	168
2020 Q1	$708K	Buy	+11,321	New	+$839K	0.07%	115

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

Berkshire Asset Management's ACWI Position: Q1 2026 in Review

Berkshire Asset Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 10,556 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #117.

Berkshire Asset Management first reported a position in ACWI in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Berkshire Asset Management held 10,556 shares of iShares MSCI ACWI ETF worth $1.46M as of Q1 2026.
Berkshire Asset Management left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.06% of Berkshire Asset Management's portfolio in Q1 2026, its #117 holding.
Berkshire Asset Management first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 22 quarters since.
Berkshire Asset Management's iShares MSCI ACWI ETF position peaked at $1.49M in Q4 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.