BigSur Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

BigSur 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	$1.04M	Buy	6,600 +6,000	+1,000%	+$917K	0.25%	96
2026 Q1	$83K	Hold	600	–	–	0.02%	157
2025 Q4	$84.9K	Hold	600	–	–	0.02%	154
2025 Q3	$82.9K	Hold	600	–	–	0.02%	153
2025 Q2	$77.2K	Hold	600	–	–	0.02%	150
2025 Q1	$69.8K	Hold	600	–	–	0.02%	149
2024 Q4	$70.5K	Hold	600	–	–	0.02%	148
2024 Q3	$71.7K	Hold	600	–	–	0.02%	155
2024 Q2	$67.4K	Hold	600	–	–	0.02%	147
2024 Q1	$66.1K	Hold	600	–	–	0.02%	144
2023 Q4	$61.1K	Hold	600	–	–	0.03%	113
2023 Q3	$55.4K	Hold	600	–	–	0.03%	108
2023 Q2	$57.6K	Hold	600	–	–	0.03%	116
2023 Q1	$54.7K	Hold	600	–	–	0.03%	121
2022 Q4	$50.9K	Hold	600	–	–	0.02%	119
2022 Q3	$47K	Hold	600	–	–	0.02%	120
2022 Q2	$50K	Hold	600	–	–	0.02%	133
2022 Q1	$60K	Hold	600	–	–	0.02%	137
2021 Q4	$64K	Hold	600	–	–	0.03%	133
2021 Q3	$60K	Hold	600	–	–	0.03%	122
2021 Q2	$61K	Hold	600	–	–	0.03%	119
2021 Q1	$57K	Hold	600	–	–	0.03%	127
2020 Q4	$54K	Hold	600	–	–	0.03%	107
2020 Q3	$48K	Buy	+600	New	+$47.5K	0.03%	101
2020 Q1	–	Sell	-600	Closed	-$48K	–	108
2019 Q4	$48K	Buy	+600	New	+$45.9K	0.03%	117
2018 Q2	–	Sell	-10,400	Closed	-$746K	–	100
2018 Q1	$746K	Buy	+10,400	New	+$766K	0.53%	37

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

BigSur Wealth Management's ACWI Position: Q2 2026 in Review

BigSur Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 1,000% in Q2 2026, buying an estimated $917K and bringing the position to 6,600 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #96.

BigSur Wealth Management first reported a position in ACWI in Q1 2018 and has held it in 26 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

BigSur Wealth Management held 6,600 shares of iShares MSCI ACWI ETF worth $1.04M as of Q2 2026.
BigSur Wealth Management bought 6,000 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $917K.
iShares MSCI ACWI ETF made up 0.25% of BigSur Wealth Management's portfolio in Q2 2026, its #96 holding.
BigSur Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2018 and has held it in 26 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.