Boston Family Office’s iShares MSCI ACWI ETF ACWI Stock Holding History

Boston Family Office’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	$812K	Hold	5,175	–	–	0.05%	185
2026 Q1	$716K	Buy	5,175 +3,575	+223%	+$514K	0.05%	192
2025 Q4	$226K	Hold	1,600	–	–	0.01%	294
2025 Q3	$221K	Hold	1,600	–	–	0.01%	283
2025 Q2	$206K	Buy	+1,600	New	+$192K	0.01%	277
2018 Q4	–	Sell	-5,000	Closed	-$371K	–	247
2018 Q3	$371K	Hold	5,000	–	–	0.04%	221
2018 Q2	$356K	Hold	5,000	–	–	0.04%	221
2018 Q1	$358K	Hold	5,000	–	–	0.04%	215
2017 Q4	$360K	Hold	5,000	–	–	0.04%	218
2017 Q3	$344K	Hold	5,000	–	–	0.04%	218
2017 Q2	$327K	Hold	5,000	–	–	0.04%	217
2017 Q1	$316K	Hold	5,000	–	–	0.04%	214
2016 Q4	$296K	Hold	5,000	–	–	0.04%	216
2016 Q3	$295K	Hold	5,000	–	–	0.04%	216
2016 Q2	$281K	Hold	5,000	–	–	0.04%	217
2016 Q1	$280K	Hold	5,000	–	–	0.04%	214
2015 Q4	$279K	Hold	5,000	–	–	0.04%	211
2015 Q3	$270K	Hold	5,000	–	–	0.04%	211
2015 Q2	$297K	Hold	5,000	–	–	0.04%	225
2015 Q1	$300K	Hold	5,000	–	–	0.04%	222
2014 Q4	$292K	Buy	+5,000	New	+$294K	0.04%	227
2013 Q4	–	Sell	-4,600	Closed	-$248K	–	252
2013 Q3	$248K	Hold	4,600	–	–	0.04%	236
2013 Q2	$230K	Buy	+4,600	New	+$238K	0.03%	236

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

Boston Family Office's ACWI Position: Q2 2026 in Review

Boston Family Office held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 5,175 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #185.

Boston Family Office first reported a position in ACWI in Q2 2013 and has held it in 23 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Boston Family Office held 5,175 shares of iShares MSCI ACWI ETF worth $812K as of Q2 2026.
Boston Family Office left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.05% of Boston Family Office's portfolio in Q2 2026, its #185 holding.
Boston Family Office first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 23 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.