Cerity Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cerity 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	$43.4M	Buy	276,375 +14,127	+5%	+$2.16M	0.05%	287
2026 Q1	$36.3M	Sell	262,248 -3,415	-1%	-$491K	0.05%	304
2025 Q4	$37.6M	Sell	265,663 -14,288	-5%	-$2.01M	0.05%	283
2025 Q3	$38.7M	Buy	279,951 +9,766	+4%	+$1.3M	0.06%	250
2025 Q2	$34.7M	Buy	270,185 +35,735	+15%	+$4.28M	0.06%	250
2025 Q1	$27.3M	Buy	234,450 +85,462	+57%	+$10.2M	0.06%	279
2024 Q4	$17.5M	Sell	148,988 -1,733	-1%	-$208K	0.04%	343
2024 Q3	$18M	Sell	150,721 -1,256	-0.8%	-$144K	0.04%	338
2024 Q2	$17.1M	Sell	151,977 -3,014	-2%	-$331K	0.05%	298
2024 Q1	$17M	Sell	154,991 -829	-0.5%	-$87.1K	0.05%	329
2023 Q4	$15.9M	Buy	155,820 +97,050	+165%	+$9.28M	0.05%	287
2023 Q3	$5.43M	Sell	58,770 -89,107	-60%	-$8.55M	0.03%	405
2023 Q2	$14.2M	Sell	147,877 -473	-0.3%	-$43.9K	0.06%	293
2023 Q1	$13.5M	Buy	148,350 +16,552	+13%	+$1.48M	0.03%	307
2022 Q4	$11.2M	Sell	131,798 -84,311	-39%	-$7.1M	0.07%	242
2022 Q3	$16.8M	Buy	216,109 +40,359	+23%	+$3.49M	0.2%	101
2022 Q2	$14.7M	Buy	175,750 +69,811	+66%	+$6.35M	0.16%	132
2022 Q1	$10.6M	Buy	105,939 +39,066	+58%	+$3.89M	0.16%	118
2021 Q4	$7.07M	Buy	66,873 +30,583	+84%	+$3.2M	0.11%	161
2021 Q3	$3.63M	Buy	36,290 +515	+1%	+$52.9K	0.08%	189
2021 Q2	$3.62M	Buy	35,775 +4,672	+15%	+$466K	0.08%	186
2021 Q1	$2.96M	Sell	31,103 -5,786	-16%	-$544K	0.07%	202
2020 Q4	$3.35M	Buy	36,889 +3,486	+10%	+$298K	0.11%	153
2020 Q3	$2.67M	Sell	33,403 -3,316	-9%	-$263K	0.11%	141
2020 Q2	$2.71M	Buy	36,719 +392	+1%	+$27.3K	0.15%	118
2020 Q1	$2.27M	Buy	36,327 +3,399	+10%	+$252K	0.14%	125
2019 Q4	$2.61M	Sell	32,928 -233,449	-88%	-$17.8M	0.13%	135
2019 Q3	$19.6M	Sell	266,377 -1,697	-0.6%	-$124K	1.15%	12
2019 Q2	$19.8M	Sell	268,074 -3,075	-1%	-$224K	1.25%	11
2019 Q1	$19.6M	Buy	271,149 +5,387	+2%	+$374K	1.32%	10
2018 Q4	$17.1M	Sell	265,762 -1	-0%	-$69	1.14%	14
2018 Q3	$19.7M	Buy	265,763 +457	+0.2%	+$33.4K	1.37%	11
2018 Q2	$18.9M	Sell	265,306 -951	-0.4%	-$69K	1.39%	9
2018 Q1	$19.1M	Buy	266,257 +697	+0.3%	+$51.3K	1.46%	7
2017 Q4	$19.1M	Sell	265,560 -23,782	-8%	-$1.68M	1.28%	12
2017 Q3	$19.9M	Buy	+289,342	New	+$19.5M	1.41%	8
2017 Q2	–	Sell	-370,794	Closed	-$23.5M	–	344
2017 Q1	$23.5M	Buy	+370,794	New	+$23M	1.96%	7

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Cerity Partners's ACWI Position: Q2 2026 in Review

Cerity Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 5.4% in Q2 2026, buying an estimated $2.16M and bringing the position to 276,375 shares worth $43.4M. The position accounts for 0.05% of the portfolio, ranked #287.

Cerity Partners first reported a position in ACWI in Q1 2017 and has held it in 37 quarters since. 795 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cerity Partners held 276,375 shares of iShares MSCI ACWI ETF worth $43.4M as of Q2 2026.
Cerity Partners bought 14,127 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.16M.
iShares MSCI ACWI ETF made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #287 holding.
Cerity Partners first reported a position in iShares MSCI ACWI ETF in Q1 2017 and has held it in 37 quarters since.
795 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.