Chevy Chase Trust
ACWI icon

Chevy Chase Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

Chevy Chase Trust’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 		$1.9M Hold
13,756
– – 0.01% 559
2025
Q4 		$1.95M Hold
13,756
– – 0.01% 563
2025
Q3 		$1.9M Sell
13,756
-100
-0.7% -$13.3K 0.01% 556
2025
Q2 		$1.78M Sell
13,856
-79
-0.6% -$9.47K 0.01% 559
2025
Q1 		$1.62M Buy
13,935
+78
+0.6% +$9.35K 0.01% 561
2024
Q4 		$1.63M Sell
13,857
-224
-2% -$26.9K 0.01% 561
2024
Q3 		$1.68M Sell
14,081
-331
-2% -$37.9K 0.01% 551
2024
Q2 		$1.62M Sell
14,412
-111
-0.8% -$12.2K 0.01% 550
2024
Q1 		$1.6M Sell
14,523
-1,604
-10% -$168K 0.01% 548
2023
Q4 		$1.64M Sell
16,127
-63
-0.4% -$6.03K 0.01% 558
2023
Q3 		$1.5M Sell
16,190
-27
-0.2% -$2.59K 0.01% 547
2023
Q2 		$1.56M Buy
16,217
+778
+5% +$72.2K 0.01% 547
2023
Q1 		$1.41M Sell
15,439
-21
-0.1% -$1.87K 0.01% 552
2022
Q4 		$1.31M Sell
15,460
-1,416
-8% -$119K 0.01% 572
2022
Q3 		$1.31M Sell
16,876
-572
-3% -$49.4K 0.01% 556
2022
Q2 		$1.46M Sell
17,448
-781
-4% -$71.1K 0.01% 553
2022
Q1 		$1.82M Sell
18,229
-879
-5% -$87.6K 0.01% 557
2021
Q4 		$2.02M Sell
19,108
-6,409
-25% -$670K 0.01% 560
2021
Q3 		$2.55M Buy
25,517
+458
+2% +$47K 0.01% 544
2021
Q2 		$2.54M Sell
25,059
-176
-0.7% -$17.5K 0.01% 550
2021
Q1 		$2.4M Sell
25,235
-239
-0.9% -$22.5K 0.01% 548
2020
Q4 		$2.31M Sell
25,474
-504
-2% -$43K 0.01% 541
2020
Q3 		$2.08M Sell
25,978
-500
-2% -$39.6K 0.01% 540
2020
Q2 		$1.95M Sell
26,478
-68
-0.3% -$4.74K 0.01% 536
2020
Q1 		$1.66M Sell
26,546
-1,422
-5% -$105K 0.01% 527
2019
Q4 		$2.22M Buy
27,968
+1,444
+5% +$110K 0.01% 546
2019
Q3 		$1.96M Buy
26,524
+80
+0.3% +$5.86K 0.01% 545
2019
Q2 		$1.95M Sell
26,444
-173
-0.6% -$12.6K 0.01% 550
2019
Q1 		$1.99M Sell
26,617
-4,323
-14% -$301K 0.01% 549
2018
Q4 		$1.99M Buy
30,940
+1,160
+4% +$79.6K 0.01% 544
2018
Q3 		$2.21M Buy
29,780
+6,930
+30% +$507K 0.01% 547
2018
Q2 		$1.63M Buy
22,850
+1,211
+6% +$87.8K 0.01% 553
2018
Q1 		$1.55M Buy
21,639
+1,448
+7% +$107K 0.01% 556
2017
Q4 		$1.46M Sell
20,191
-6,030
-23% -$427K 0.01% 561
2017
Q3 		$1.8M Buy
26,221
+11,169
+74% +$751K 0.01% 547
2017
Q2 		$986K Hold
15,052
– – ﹤0.01% 563
2017
Q1 		$952K Hold
15,052
– – ﹤0.01% 558
2016
Q4 		$891K Hold
15,052
– – ﹤0.01% 565
2016
Q3 		$890K Hold
15,052
– – ﹤0.01% 554
2016
Q2 		$846K Hold
15,052
– – ﹤0.01% 554
2016
Q1 		$844K Hold
15,052
– – ﹤0.01% 555
2015
Q4 		$840K Hold
15,052
– – ﹤0.01% 562
2015
Q3 		$812K Sell
15,052
-100
-0.7% -$5.75K 0.01% 565
2015
Q2 		$901K Sell
15,152
-9,427
-38% -$582K 0.01% 565
2015
Q1 		$1.48M Sell
24,579
-3,050
-11% -$181K 0.01% 554
2014
Q4 		$1.62M Sell
27,629
-14,915
-35% -$876K 0.01% 558
2014
Q3 		$2.51M Buy
42,544
+11,006
+35% +$663K 0.02% 546
2014
Q2 		$1.9M Buy
31,538
+12,701
+67% +$753K 0.01% 549
2014
Q1 		$1.09M Buy
+18,837
New +$1.07M 0.01% 563

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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

Chevy Chase Trust's ACWI Position: Q1 2026 in Review

Chevy Chase Trust held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 13,756 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #559.

Chevy Chase Trust first reported a position in ACWI in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.55M in Q3 2021. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Chevy Chase Trust held 13,756 shares of iShares MSCI ACWI ETF worth $1.9M as of Q1 2026.
  • Chevy Chase Trust left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #559 holding.
  • Chevy Chase Trust first reported a position in iShares MSCI ACWI ETF in Q1 2014 and has held it in 49 quarters since.
  • Chevy Chase Trust's iShares MSCI ACWI ETF position peaked at $2.55M in Q3 2021.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.