Capital Group Private Client Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Capital Group Private Client Services’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	$5.14M	Buy	32,773 +15,621	+91%	+$2.39M	0.07%	106
2026 Q1	$2.37M	Buy	17,152 +2,779	+19%	+$399K	0.04%	148
2025 Q4	$2.03M	Buy	14,373 +6,966	+94%	+$978K	0.03%	174
2025 Q3	$1.02M	Sell	7,407 -15,650	-68%	-$2.08M	0.02%	205
2025 Q2	$2.97M	Sell	23,057 -37,779	-62%	-$4.53M	0.03%	203
2025 Q1	$7.08M	Sell	60,836 -1,547,692	-96%	-$185M	0.07%	155
2024 Q4	$189M	Buy	1,608,528 +1,601,205	+21,865%	+$192M	1.74%	11
2024 Q3	$875K	Sell	7,323 -4,550	-38%	-$521K	0.01%	227
2024 Q2	$1.33M	Sell	11,873 -25,005	-68%	-$2.75M	0.01%	216
2024 Q1	$4.06M	Sell	36,878 -4,167,341	-99%	-$438M	0.04%	172
2023 Q4	$428M	Buy	4,204,219 +4,164,952	+10,607%	+$398M	4.42%	2
2023 Q3	$3.63M	Sell	39,267 -24,676	-39%	-$2.37M	0.04%	159
2023 Q2	$6.13M	Buy	63,943 +42,428	+197%	+$3.94M	0.07%	143
2023 Q1	$1.96M	Sell	21,515 -2,561,848	-99%	-$229M	0.02%	174
2022 Q4	$219M	Buy	2,583,363 +2,354,411	+1,028%	+$198M	2.77%	5
2022 Q3	$17.8M	Sell	228,952 -89,944	-28%	-$7.77M	0.25%	105
2022 Q2	$26.8M	Buy	318,896 +206,832	+185%	+$18.8M	0.35%	82
2022 Q1	$11.2M	Sell	112,064 -1,277,151	-92%	-$127M	0.12%	132
2021 Q4	$147M	Buy	+1,389,215	New	+$145M	1.57%	14

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

Capital Group Private Client Services's ACWI Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares MSCI ACWI ETF (ACWI) stake by 91% in Q2 2026, buying an estimated $2.39M and bringing the position to 32,773 shares worth $5.14M. The position accounts for 0.07% of the portfolio, ranked #106.

Capital Group Private Client Services first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $428M in Q4 2023. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Capital Group Private Client Services held 32,773 shares of iShares MSCI ACWI ETF worth $5.14M as of Q2 2026.
Capital Group Private Client Services bought 15,621 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.39M.
iShares MSCI ACWI ETF made up 0.07% of Capital Group Private Client Services's portfolio in Q2 2026, its #106 holding.
Capital Group Private Client Services first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
Capital Group Private Client Services's iShares MSCI ACWI ETF position peaked at $428M in Q4 2023.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.