Cary Street Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cary Street Partners’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	$548K	Buy	3,489 +393	+13%	+$60K	0.01%	638
2026 Q1	$428K	Hold	3,096	–	–	0.01%	631
2025 Q4	$438K	Hold	3,096	–	–	0.01%	630
2025 Q3	$428K	Hold	3,096	–	–	0.01%	610
2025 Q2	$398K	Hold	3,096	–	–	0.01%	611
2025 Q1	$360K	Hold	3,096	–	–	0.01%	607
2024 Q4	$364K	Buy	+3,096	New	+$372K	0.01%	573

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

Cary Street Partners's ACWI Position: Q2 2026 in Review

Cary Street Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q2 2026, buying an estimated $60K and bringing the position to 3,489 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #638.

Cary Street Partners first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cary Street Partners held 3,489 shares of iShares MSCI ACWI ETF worth $548K as of Q2 2026.
Cary Street Partners bought 393 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $60K.
iShares MSCI ACWI ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #638 holding.
Cary Street Partners first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.