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Cambridge Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cambridge 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
Q1 		$38M Buy
274,706
+7,163
+3% +$1.03M 0.61% 22
2025
Q4 		$37.9M Buy
267,543
+7,066
+3% +$992K 0.62% 21
2025
Q3 		$36M Buy
260,477
+27,529
+12% +$3.66M 0.66% 21
2025
Q2 		$30M Sell
232,948
-5,785
-2% -$694K 0.66% 20
2025
Q1 		$27.8M Sell
238,733
-60,064
-20% -$7.2M 0.8% 20
2024
Q4 		$35.1M Sell
298,797
-74,300
-20% -$8.92M 1.12% 16
2024
Q3 		$44.6M Sell
373,097
-278,958
-43% -$32M 1.67% 15
2024
Q2 		$73.3M Buy
652,055
+280,970
+76% +$30.9M 3.36% 7
2024
Q1 		$40.9M Buy
371,085
+213,745
+136% +$22.4M 2.19% 12
2023
Q4 		$16M Sell
157,340
-87,772
-36% -$8.4M 0.95% 18
2023
Q3 		$22.6M Buy
+245,112
New +$23.5M 1.5% 14
2023
Q2 		– Sell
-278,598
Closed -$25.4M – 42
2023
Q1 		$25.4M Buy
278,598
+38,441
+16% +$3.43M 1.97% 14
2022
Q4 		$20.4M Buy
240,157
+38,760
+19% +$3.26M 1.57% 15
2022
Q3 		$15.7M Sell
201,397
-11,159
-5% -$964K 1.28% 17
2022
Q2 		$17.8M Sell
212,556
-25,070
-11% -$2.28M 1.43% 17
2022
Q1 		$23.7M Buy
237,626
+24,000
+11% +$2.39M 1.57% 16
2021
Q4 		$22.6M Buy
213,626
+53,430
+33% +$5.58M 1.7% 14
2021
Q3 		$16M Sell
160,196
-54,385
-25% -$5.58M 1.39% 15
2021
Q2 		$21.7M Sell
214,581
-144,661
-40% -$14.4M 1.82% 15
2021
Q1 		$34.2M Buy
359,242
+183,954
+105% +$17.3M 2.67% 13
2020
Q4 		$15.9M Buy
175,288
+134,060
+325% +$11.5M 1.29% 18
2020
Q3 		$3.29M Sell
41,228
-84,699
-67% -$6.71M 0.31% 36
2020
Q2 		$9.28M Sell
125,927
-95,513
-43% -$6.66M 0.93% 25
2020
Q1 		$13.9M Buy
221,440
+149,595
+208% +$11.1M 1.28% 17
2019
Q4 		$5.69M Buy
71,845
+38,079
+113% +$2.91M 0.65% 24
2019
Q3 		$2.49M Buy
33,766
+2,444
+8% +$179K 0.28% 31
2019
Q2 		$4.13M Sell
31,322
-4,031
-11% -$294K 0.48% 23
2019
Q1 		$2.55M Sell
35,353
-24,465
-41% -$1.7M 0.28% 24
2018
Q4 		$3.84M Buy
59,818
+31,294
+110% +$2.15M 0.47% 24
2018
Q3 		$2.12M Sell
28,524
-12,776
-31% -$934K 0.26% 23
2018
Q2 		$2.94M Buy
41,300
+7,120
+21% +$516K 0.33% 22
2018
Q1 		$2.45M Buy
+34,180
New +$2.52M 0.43% 21
2017
Q4 		– Sell
-23,291
Closed -$1.6M – 33
2017
Q3 		$1.6M Buy
+23,291
New +$1.57M 0.19% 31
2016
Q4 		– Sell
-67,291
Closed -$3.98M – 31
2016
Q3 		$3.98M Sell
67,291
-60,955
-48% -$3.55M 0.84% 19
2016
Q2 		$7.21M Sell
128,246
-46,223
-26% -$2.61M 1.68% 17
2016
Q1 		$9.78M Buy
+174,469
New +$9.25M 4.65% 9
2015
Q4 		– Sell
-3,205
Closed -$173K – 20
2015
Q3 		$173K Hold
3,205
– – 0.1% 17
2015
Q2 		$191K Hold
3,205
– – 0.09% 17
2015
Q1 		$192K Buy
+3,205
New +$190K 0.09% 17
2014
Q4 		– Sell
-3,205
Closed -$189K – 16
2014
Q3 		$189K Sell
3,205
-2,427
-43% -$146K 0.11% 13
2014
Q2 		$339K Hold
5,632
– – 0.17% 14
2014
Q1 		$327K Buy
+5,632
New +$320K 0.19% 14

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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

Cambridge Associates's ACWI Position: Q1 2026 in Review

Cambridge Associates increased its iShares MSCI ACWI ETF (ACWI) stake by 2.7% in Q1 2026, buying an estimated $1.03M and bringing the position to 274,706 shares worth $38M. The position accounts for 0.61% of the portfolio, ranked #22.

Cambridge Associates first reported a position in ACWI in Q1 2014 and has held it in 42 quarters since. The position peaked at $73.3M in Q2 2024. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Cambridge Associates held 274,706 shares of iShares MSCI ACWI ETF worth $38M as of Q1 2026.
  • Cambridge Associates bought 7,163 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $1.03M.
  • iShares MSCI ACWI ETF made up 0.61% of Cambridge Associates's portfolio in Q1 2026, its #22 holding.
  • Cambridge Associates first reported a position in iShares MSCI ACWI ETF in Q1 2014 and has held it in 42 quarters since.
  • Cambridge Associates's iShares MSCI ACWI ETF position peaked at $73.3M in Q2 2024.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Cambridge Associates's 13F filing for Q1 2026, filed 13 May 2026.