Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cambridge Investment Research Advisors’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 		$11.5M Buy
73,489
+2,044
+3% +$312K 0.03% 606
2026
Q1 		$9.89M Buy
71,445
+5,530
+8% +$795K 0.03% 625
2025
Q4 		$9.33M Buy
65,915
+17,923
+37% +$2.52M 0.02% 614
2025
Q3 		$6.63M Buy
47,992
+1,084
+2% +$144K 0.02% 759
2025
Q2 		$6.03M Sell
46,908
-6,869
-13% -$824K 0.02% 750
2025
Q1 		$6.26M Buy
53,777
+149
+0.3% +$17.9K 0.02% 684
2024
Q4 		$6.3M Buy
53,628
+760
+1% +$91.2K 0.02% 677
2024
Q3 		$6.32M Sell
52,868
-8,505
-14% -$975K 0.02% 692
2024
Q2 		$6.9M Buy
61,373
+3,254
+6% +$358K 0.03% 606
2024
Q1 		$6.4M Buy
58,119
+3,367
+6% +$354K 0.02% 625
2023
Q4 		$5.57M Buy
54,752
+3,065
+6% +$293K 0.02% 649
2023
Q3 		$4.77M Sell
51,687
-131
-0.3% -$12.6K 0.02% 675
2023
Q2 		$4.97M Sell
51,818
-11,339
-18% -$1.05M 0.02% 661
2023
Q1 		$5.76M Buy
63,157
+1,238
+2% +$110K 0.03% 568
2022
Q4 		$5.26M Sell
61,919
-11,124
-15% -$936K 0.03% 585
2022
Q3 		$5.68M Sell
73,043
-2,482
-3% -$214K 0.03% 512
2022
Q2 		$6.34M Sell
75,525
-8,396
-10% -$764K 0.03% 484
2022
Q1 		$8.37M Buy
83,921
+6,340
+8% +$632K 0.04% 444
2021
Q4 		$8.21M Buy
77,581
+725
+0.9% +$75.7K 0.04% 447
2021
Q3 		$7.68M Sell
76,856
-3,481
-4% -$357K 0.04% 439
2021
Q2 		$8.13M Sell
80,337
-2,779
-3% -$277K 0.04% 435
2021
Q1 		$7.91M Buy
83,116
+6,439
+8% +$605K 0.04% 405
2020
Q4 		$6.96M Sell
76,677
-23,977
-24% -$2.05M 0.04% 401
2020
Q3 		$8.04M Sell
100,654
-45,458
-31% -$3.6M 0.05% 325
2020
Q2 		$10.8M Sell
146,112
-2,816
-2% -$196K 0.08% 245
2020
Q1 		$9.32M Buy
148,928
+11,761
+9% +$871K 0.09% 215
2019
Q4 		$10.9M Buy
137,167
+5,445
+4% +$416K 0.08% 235
2019
Q3 		$9.71M Buy
131,722
+2,185
+2% +$160K 0.09% 237
2019
Q2 		$9.55M Buy
129,537
+39,957
+45% +$2.91M 0.09% 233
2019
Q1 		$6.46M Buy
89,580
+47,859
+115% +$3.33M 0.06% 286
2018
Q4 		$2.68M Buy
41,721
+17,418
+72% +$1.2M 0.03% 545
2018
Q3 		$1.8M Buy
24,303
+7,303
+43% +$534K 0.02% 729
2018
Q2 		$1.21M Buy
17,000
+577
+4% +$41.9K 0.01% 881
2018
Q1 		$1.18M Buy
16,423
+4,528
+38% +$334K 0.01% 859
2017
Q4 		$858K Buy
11,895
+2,444
+26% +$173K 0.01% 979
2017
Q3 		$650K Sell
9,451
-14,934
-61% -$1M 0.01% 1077
2017
Q2 		$1.6M Buy
24,385
+19,967
+452% +$1.3M 0.02% 603
2017
Q1 		$279K Buy
4,418
+10
+0.2% +$619 ﹤0.01% 1434
2016
Q4 		$261K Buy
4,408
+343
+8% +$20.1K ﹤0.01% 1355
2016
Q3 		$240K Sell
4,065
-71
-2% -$4.14K ﹤0.01% 1431
2016
Q2 		$233K Buy
4,136
+20
+0.5% +$1.13K ﹤0.01% 1310
2016
Q1 		$231K Sell
4,116
-301
-7% -$16K 0.01% 1323
2015
Q4 		$247K Buy
+4,417
New +$253K 0.01% 1226
2015
Q3 		– Sell
-4,628
Closed -$275K – 1439
2015
Q2 		$275K Sell
4,628
-3,391
-42% -$209K 0.01% 1098
2015
Q1 		$481K Buy
8,019
+2,037
+34% +$121K 0.01% 821
2014
Q4 		$350K Buy
5,982
+1,027
+21% +$60.3K 0.01% 946
2014
Q3 		$292K Buy
4,955
+1,274
+35% +$76.7K 0.01% 1108
2014
Q2 		$222K Sell
3,681
-266
-7% -$15.8K 0.01% 1151
2014
Q1 		$230K Buy
3,947
+231
+6% +$13.1K 0.01% 1091
2013
Q4 		$214K Buy
+3,716
New +$208K 0.01% 1047
2013
Q3 		– Sell
-5,254
Closed -$263K – 1196
2013
Q2 		$263K Buy
+5,254
New +$272K 0.01% 810

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

Cambridge Investment Research Advisors's ACWI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 2.9% in Q2 2026, buying an estimated $312K and bringing the position to 73,489 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #606.

Cambridge Investment Research Advisors first reported a position in ACWI in Q2 2013 and has held it in 51 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Cambridge Investment Research Advisors held 73,489 shares of iShares MSCI ACWI ETF worth $11.5M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,044 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $312K.
  • iShares MSCI ACWI ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #606 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 51 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.