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BIP Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

BIP 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 		$23.3M Buy
148,329
+32,179
+28% +$4.92M 0.66% 36
2026
Q1 		$16.1M Sell
116,150
-2,028
-2% -$292K 0.65% 36
2025
Q4 		$16.7M Buy
118,178
+34,655
+41% +$4.86M 0.59% 39
2025
Q3 		$11.5M Buy
83,523
+8,990
+12% +$1.19M 0.57% 35
2025
Q2 		$9.58M Buy
74,533
+4,693
+7% +$563K 0.59% 30
2025
Q1 		$8.13M Sell
69,840
-1,091
-2% -$131K 0.53% 31
2024
Q4 		$8.33M Sell
70,931
-1,253
-2% -$150K 0.56% 28
2024
Q3 		$8.63M Buy
72,184
+2,836
+4% +$325K 0.59% 27
2024
Q2 		$7.79M Sell
69,348
-15,910
-19% -$1.75M 0.64% 24
2024
Q1 		$9.39M Buy
85,258
+1,498
+2% +$157K 0.69% 21
2023
Q4 		$8.52M Buy
83,760
+6,745
+9% +$645K 0.67% 24
2023
Q3 		$7.11M Sell
77,015
-7,200
-9% -$691K 0.65% 27
2023
Q2 		$8.08M Sell
84,215
-2,749
-3% -$255K 0.66% 25
2023
Q1 		$13.7M Buy
+86,964
New +$7.76M 1.51% 13

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

BIP Wealth's ACWI Position: Q2 2026 in Review

BIP Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 28% in Q2 2026, buying an estimated $4.92M and bringing the position to 148,329 shares worth $23.3M. The position accounts for 0.66% of the portfolio, ranked #36.

BIP Wealth first reported a position in ACWI in Q1 2023 and has held it in 14 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • BIP Wealth held 148,329 shares of iShares MSCI ACWI ETF worth $23.3M as of Q2 2026.
  • BIP Wealth bought 32,179 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.92M.
  • iShares MSCI ACWI ETF made up 0.66% of BIP Wealth's portfolio in Q2 2026, its #36 holding.
  • BIP Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 14 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.