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

Callan 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	$5.06M	Buy	32,232 +36	+0.1%	+$5.5K	0.1%	199
2026 Q1	$4.45M	Sell	32,196 -30,252	-48%	-$4.35M	0.1%	208
2025 Q4	$8.84M	Buy	62,448 +27,180	+77%	+$3.81M	0.19%	101
2025 Q3	$4.88M	Buy	35,268 +14,593	+71%	+$1.94M	0.16%	150
2025 Q2	$2.66M	Buy	20,675 +905	+5%	+$109K	0.08%	235
2025 Q1	$2.3M	Sell	19,770 -5,105	-21%	-$612K	0.17%	117
2024 Q4	$2.92M	Buy	24,875 +5,895	+31%	+$707K	0.19%	107
2024 Q3	$2.27M	Hold	18,980	–	–	0.38%	40
2024 Q2	$2.13M	Hold	18,980	–	–	0.41%	40
2024 Q1	$2.09M	Sell	18,980 -175	-0.9%	-$18.4K	0.49%	32
2023 Q4	$1.95M	Sell	19,155 -130	-0.7%	-$12.4K	0.48%	33
2023 Q3	$1.78M	Sell	19,285 -300	-2%	-$28.8K	0.47%	33
2023 Q2	$1.88M	Sell	19,585 -15,500	-44%	-$1.44M	0.5%	30
2023 Q1	$3.2M	Hold	35,085	–	–	0.78%	27
2022 Q4	$2.98M	Buy	+35,085	New	+$2.95M	0.96%	24

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

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

Callan Family Office increased its iShares MSCI ACWI ETF (ACWI) stake by 0.11% in Q2 2026, buying an estimated $5.5K and bringing the position to 32,232 shares worth $5.06M. The position accounts for 0.1% of the portfolio, ranked #199.

Callan Family Office first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.84M in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Callan Family Office held 32,232 shares of iShares MSCI ACWI ETF worth $5.06M as of Q2 2026.
Callan Family Office bought 36 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $5.5K.
iShares MSCI ACWI ETF made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #199 holding.
Callan Family Office first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
Callan Family Office's iShares MSCI ACWI ETF position peaked at $8.84M in Q4 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.