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Calton & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Calton & Associates’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 		$4.42M Sell
28,178
-682
-2% -$104K 0.65% 35
2026
Q1 		$3.99M Buy
+28,860
New +$4.15M 0.57% 39
2025
Q4 		– Sell
-3,446
Closed -$476K – 447
2025
Q3 		$476K Buy
+3,446
New +$458K 0.07% 246
2018
Q1 		– Sell
-60
Closed -$4K – 354
2017
Q4 		$4K Buy
+60
New +$4.24K ﹤0.01% 1277

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

Calton & Associates's ACWI Position: Q2 2026 in Review

Calton & Associates reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q2 2026, selling an estimated $104K and leaving 28,178 shares worth $4.42M. The position accounts for 0.65% of the portfolio, ranked #35.

Calton & Associates first reported a position in ACWI in Q4 2017 and has held it in 4 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Calton & Associates held 28,178 shares of iShares MSCI ACWI ETF worth $4.42M as of Q2 2026.
  • Calton & Associates sold 682 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $104K.
  • iShares MSCI ACWI ETF made up 0.65% of Calton & Associates's portfolio in Q2 2026, its #35 holding.
  • Calton & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 4 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.