Caldwell Sutter Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Caldwell Sutter Capital’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	$138K	Sell	876 -125	-12%	-$19.1K	0.05%	268
2026 Q1	$139K	Hold	1,001	–	–	0.06%	261
2025 Q4	$142K	Hold	1,001	–	–	0.06%	252
2025 Q3	$138K	Hold	1,001	–	–	0.06%	252
2025 Q2	$129K	Hold	1,001	–	–	0.06%	251
2025 Q1	$117K	Hold	1,001	–	–	0.06%	260
2024 Q4	$118K	Hold	1,001	–	–	0.05%	260
2024 Q3	$120K	Hold	1,001	–	–	0.06%	260
2024 Q2	$113K	Hold	1,001	–	–	0.06%	260
2024 Q1	$110K	Hold	1,001	–	–	0.05%	263
2023 Q4	$102K	Buy	1,001 +726	+264%	+$69.5K	0.05%	268
2023 Q3	$25.4K	Hold	275	–	–	0.01%	401
2023 Q2	$26.4K	Buy	+275	New	+$25.5K	0.01%	408

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

Caldwell Sutter Capital's ACWI Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares MSCI ACWI ETF (ACWI) stake by 12% in Q2 2026, selling an estimated $19.1K and leaving 876 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #268.

Caldwell Sutter Capital first reported a position in ACWI in Q2 2023 and has held it in 13 quarters since. The position peaked at $142K in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Caldwell Sutter Capital held 876 shares of iShares MSCI ACWI ETF worth $138K as of Q2 2026.
Caldwell Sutter Capital sold 125 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $19.1K.
iShares MSCI ACWI ETF made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #268 holding.
Caldwell Sutter Capital first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's iShares MSCI ACWI ETF position peaked at $142K in Q4 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.