BOK Financial Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

BOK Financial 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 Q1	$47K	Hold	340	–	–	﹤0.01%	276
2025 Q4	$48.1K	Hold	340	–	–	﹤0.01%	288
2025 Q3	$47K	Hold	340	–	–	﹤0.01%	254
2025 Q2	$43.7K	Hold	340	–	–	﹤0.01%	256
2025 Q1	$39.6K	Hold	340	–	–	﹤0.01%	280
2024 Q4	$40K	Hold	340	–	–	﹤0.01%	279
2024 Q3	$40.6K	Hold	340	–	–	﹤0.01%	281
2024 Q2	$38.2K	Hold	340	–	–	﹤0.01%	289
2024 Q1	$37.4K	Hold	340	–	–	﹤0.01%	282
2023 Q4	$34.6K	Hold	340	–	–	﹤0.01%	282
2023 Q3	$31.4K	Hold	340	–	–	﹤0.01%	270
2023 Q2	$32.6K	Hold	340	–	–	﹤0.01%	260
2023 Q1	$31K	Hold	340	–	–	﹤0.01%	282
2022 Q4	$28.9K	Sell	340 -2,812	-89%	-$237K	﹤0.01%	278
2022 Q3	$245K	Hold	3,152	–	–	0.02%	157
2022 Q2	$264K	Hold	3,152	–	–	0.02%	158
2022 Q1	$315K	Hold	3,152	–	–	0.02%	229
2021 Q4	$333K	Buy	+3,152	New	+$329K	0.02%	210

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

BOK Financial Private Wealth's ACWI Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 340 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

BOK Financial Private Wealth first reported a position in ACWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $333K in Q4 2021. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

BOK Financial Private Wealth held 340 shares of iShares MSCI ACWI ETF worth $47K as of Q1 2026.
BOK Financial Private Wealth left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #276 holding.
BOK Financial Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 18 quarters since.
BOK Financial Private Wealth's iShares MSCI ACWI ETF position peaked at $333K in Q4 2021.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.