CTA
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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM

Chesley Taft & Associates's ACWI Position: Q2 2026 in Review

Chesley Taft & Associates held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,220 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #314.

Chesley Taft & Associates first reported a position in ACWI in Q4 2020 and has held it in 20 quarters since. 158 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Chesley Taft & Associates held 2,220 shares of iShares MSCI ACWI ETF worth $348K as of Q2 2026.
  • Chesley Taft & Associates left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #314 holding.
  • Chesley Taft & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 20 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.