CIBC Private Wealth Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$1.64M	Buy	11,614 +531	+5%	+$74.5K	﹤0.01%	622
2025 Q3	$1.53M	Buy	11,083 +998	+10%	+$133K	﹤0.01%	618
2025 Q2	$1.3M	Hold	10,085	–	–	﹤0.01%	628
2025 Q1	$1.04M	Sell	10,085 -32	-0.3%	-$3.83K	﹤0.01%	640
2024 Q4	$1.2M	Sell	10,117 -84	-0.8%	-$10.1K	﹤0.01%	658
2024 Q3	$1.22M	Sell	10,201 -25	-0.2%	-$2.87K	﹤0.01%	650
2024 Q2	$1.17M	Sell	10,226 -445	-4%	-$48.9K	﹤0.01%	627
2024 Q1	$1.17M	Sell	10,671 -1,532	-13%	-$161K	﹤0.01%	630
2023 Q4	$1.24M	Buy	12,203 +113	+0.9%	+$10.8K	﹤0.01%	589
2023 Q3	$1.12M	Buy	12,090 +5,315	+78%	+$510K	﹤0.01%	586
2023 Q2	$650K	Sell	6,775 -140	-2%	-$13K	﹤0.01%	647
2023 Q1	$630K	Sell	6,915 -626	-8%	-$55.8K	﹤0.01%	672
2022 Q4	$451K	Buy	7,541 +1	+0%	+$84	﹤0.01%	631
2022 Q3	$587K	Hold	7,540	–	–	﹤0.01%	678
2022 Q2	$633K	Hold	7,540	–	–	﹤0.01%	666
2022 Q1	$752K	Buy	7,540 +61	+0.8%	+$6.08K	﹤0.01%	680
2021 Q4	$791K	Buy	7,479 +50	+0.7%	+$5.22K	﹤0.01%	690
2021 Q3	$742K	Hold	7,429	–	–	﹤0.01%	665
2021 Q2	$752K	Sell	7,429 -19,954	-73%	-$1.99M	﹤0.01%	722
2021 Q1	$2.6M	Sell	27,383 -421	-2%	-$39.6K	0.01%	496
2020 Q4	$2.52M	Buy	27,804 +1,051	+4%	+$89.8K	0.01%	469
2020 Q3	$2.14M	Buy	26,753 +7,338	+38%	+$581K	0.01%	454
2020 Q2	$1.43M	Sell	19,415 -7,524	-28%	-$525K	0.01%	423
2020 Q1	$1.69M	Sell	26,939 -610	-2%	-$45.2K	0.01%	441
2019 Q4	$2.18M	Sell	27,549 -449	-2%	-$34.3K	0.01%	458
2019 Q3	$2.06M	Buy	27,998 +74	+0.3%	+$5.42K	0.01%	457
2019 Q2	$2.06M	Sell	27,924 -1,717	-6%	-$125K	0.01%	463
2019 Q1	$2.14M	Sell	29,641 -275	-0.9%	-$19.1K	0.01%	452
2018 Q4	$1.92M	Sell	29,916 -3,135	-9%	-$215K	0.01%	455
2018 Q3	$2.46M	Buy	33,051 +3,966	+14%	+$290K	0.01%	461
2018 Q2	$2.07M	Sell	29,085 -675	-2%	-$49K	0.01%	483
2018 Q1	$2.13M	Sell	29,760 -2,766	-9%	-$204K	0.01%	470
2017 Q4	$2.35M	Buy	32,526 +9,212	+40%	+$652K	0.01%	477
2017 Q3	$1.6M	Buy	23,314 +9,041	+63%	+$608K	0.01%	538
2017 Q2	$936K	Buy	14,273 +1,173	+9%	+$76.1K	0.01%	477
2017 Q1	$828K	Sell	13,100 -1,539	-11%	-$95.3K	0.01%	468
2016 Q4	$866K	Buy	14,639 +790	+6%	+$46.4K	0.01%	467
2016 Q3	$818K	Sell	13,849 -1,030	-7%	-$60.1K	0.01%	480
2016 Q2	$836K	Buy	14,879 +587	+4%	+$33.1K	0.01%	478
2016 Q1	$801K	Sell	14,292 -84	-0.6%	-$4.46K	0.01%	470
2015 Q4	$803K	Sell	14,376 -67	-0.5%	-$3.83K	0.01%	463
2015 Q3	$779K	Sell	14,443 -3,285	-19%	-$189K	0.01%	473
2015 Q2	$1.05M	Sell	17,728 -890	-5%	-$55K	0.01%	460
2015 Q1	$1.12M	Sell	18,618 -116	-0.6%	-$6.89K	0.01%	452
2014 Q4	$1.1M	Buy	18,734 +5,988	+47%	+$352K	0.01%	459
2014 Q3	$751K	Hold	12,746	–	–	0.01%	489
2014 Q2	$768K	Buy	12,746 +319	+3%	+$18.9K	0.01%	475
2014 Q1	$729K	Buy	+12,427	New	+$706K	0.01%	476

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

CIBC Private Wealth Group's ACWI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares MSCI ACWI ETF (ACWI) stake by 4.8% in Q4 2025, buying an estimated $74.5K and bringing the position to 11,614 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #622.

CIBC Private Wealth Group first reported a position in ACWI in Q1 2014 and has held it in 48 quarters since. The position peaked at $2.6M in Q1 2021. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

CIBC Private Wealth Group held 11,614 shares of iShares MSCI ACWI ETF worth $1.64M as of Q4 2025.
CIBC Private Wealth Group bought 531 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $74.5K.
iShares MSCI ACWI ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #622 holding.
CIBC Private Wealth Group first reported a position in iShares MSCI ACWI ETF in Q1 2014 and has held it in 48 quarters since.
CIBC Private Wealth Group's iShares MSCI ACWI ETF position peaked at $2.6M in Q1 2021.
808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.