Cape Investment Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cape Investment Advisory’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	$45.5K	Buy	+290	New	+$44.3K	0.01%	523

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

Cape Investment Advisory's ACWI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 290 shares worth $45.5K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cape Investment Advisory held 290 shares of iShares MSCI ACWI ETF worth $45.5K as of Q2 2026.
iShares MSCI ACWI ETF was a new Cape Investment Advisory position in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #523 holding.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.