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Beverly Hills Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beverly Hills Private Wealth’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 		$305K Buy
+1,940
New +$296K 0.06% 196
2026
Q1 		– Sell
-130,401
Closed -$18.5M – 349
2025
Q4 		$18.5M Buy
130,401
+110,188
+545% +$15.5M 3.16% 3
2025
Q3 		$2.79M Buy
+20,213
New +$2.68M 0.49% 57

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

Beverly Hills Private Wealth's ACWI Position: Q2 2026 in Review

Beverly Hills Private Wealth opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,940 shares worth $305K. The stake represents 0.06% of the portfolio and ranks #196 among its holdings. This is a return to the name: Beverly Hills Private Wealth previously reported a position in ACWI as recently as Q4 2025.

Beverly Hills Private Wealth first reported a position in ACWI in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.5M in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Beverly Hills Private Wealth held 1,940 shares of iShares MSCI ACWI ETF worth $305K as of Q2 2026.
  • iShares MSCI ACWI ETF was a new Beverly Hills Private Wealth position in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #196 holding.
  • Beverly Hills Private Wealth first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 3 quarters since.
  • Beverly Hills Private Wealth's iShares MSCI ACWI ETF position peaked at $18.5M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.