Chesley Taft & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Chesley Taft & Associates’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 Q3	$352K	Hold	2,220	–	–	0.01%	312
2026 Q2	$348K	Hold	2,220	–	–	0.01%	314
2026 Q1	$307K	Hold	2,220	–	–	0.01%	321
2025 Q4	$314K	Hold	2,220	–	–	0.01%	322
2025 Q3	$307K	Hold	2,220	–	–	0.01%	307
2025 Q2	$285K	Hold	2,220	–	–	0.01%	302
2025 Q1	$258K	Hold	2,220	–	–	0.01%	310
2024 Q4	$261K	Hold	2,220	–	–	0.01%	300
2024 Q3	$265K	Hold	2,220	–	–	0.01%	297
2024 Q2	$250K	Hold	2,220	–	–	0.01%	293
2024 Q1	$244K	Hold	2,220	–	–	0.01%	297
2023 Q4	$226K	Hold	2,220	–	–	0.01%	293
2023 Q3	$205K	Hold	2,220	–	–	0.01%	284
2023 Q2	$213K	Hold	2,220	–	–	0.01%	287
2023 Q1	$202K	Buy	+2,220	New	+$198K	0.01%	282
2022 Q2	–	Sell	-2,352	Closed	-$228K	–	287
2022 Q1	$228K	Hold	2,352	–	–	0.01%	286
2021 Q4	$249K	Hold	2,352	–	–	0.01%	284
2021 Q3	$235K	Buy	2,352 +132	+6%	+$13.6K	0.01%	288
2021 Q2	$225K	Hold	2,220	–	–	0.01%	286
2021 Q1	$216K	Hold	2,220	–	–	0.01%	282
2020 Q4	$201K	Buy	+2,220	New	+$190K	0.01%	283

Other funds holding ACWI

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Chesley Taft & Associates's ACWI Position: Q3 2026 in Review

Chesley Taft & Associates held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 2,220 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #312.

Chesley Taft & Associates first reported a position in ACWI in Q4 2020 and has held it in 21 quarters since. 445 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Chesley Taft & Associates held 2,220 shares of iShares MSCI ACWI ETF worth $352K as of Q3 2026.
Chesley Taft & Associates left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q3 2026, its #312 holding.
Chesley Taft & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 21 quarters since.
445 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.