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 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 $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Capital Group Private Client Services's ACWI Position: Q1 2026 in Review

Capital Group Private Client Services increased its iShares MSCI ACWI ETF (ACWI) stake by 19% in Q1 2026, buying an estimated $399K and bringing the position to 17,152 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #148.

Capital Group Private Client Services first reported a position in ACWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $428M in Q4 2023. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Capital Group Private Client Services held 17,152 shares of iShares MSCI ACWI ETF worth $2.37M as of Q1 2026.
Capital Group Private Client Services bought 2,779 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $399K.
iShares MSCI ACWI ETF made up 0.04% of Capital Group Private Client Services's portfolio in Q1 2026, its #148 holding.
Capital Group Private Client Services first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 18 quarters since.
Capital Group Private Client Services's iShares MSCI ACWI ETF position peaked at $428M in Q4 2023.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.