Cidel Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cidel Asset Management’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	$449K	Buy	2,861 +116	+4%	+$17.7K	0.02%	285
2026 Q1	$380K	Sell	2,745 -4,460	-62%	-$641K	0.02%	284
2025 Q4	$1.02M	Buy	7,205 +4,560	+172%	+$640K	0.07%	128
2025 Q3	$366K	Buy	2,645 +430	+19%	+$57.1K	0.02%	242
2025 Q2	$285K	Buy	+2,215	New	+$266K	0.02%	273
2024 Q3	–	Sell	-1,809	Closed	-$203K	–	349
2024 Q2	$203K	Sell	1,809 -10	-0.5%	-$1.1K	0.02%	304
2024 Q1	$200K	Sell	1,819 -15,312	-89%	-$1.61M	0.02%	318
2023 Q4	$1.74M	Buy	+17,131	New	+$1.64M	0.07%	93
2023 Q2	–	Sell	-6,136	Closed	-$559K	–	150
2023 Q1	$559K	Sell	6,136 -3,804	-38%	-$339K	0.03%	110
2022 Q4	$844K	Buy	9,940 +4,075	+69%	+$343K	0.04%	94
2022 Q3	$456K	Buy	5,865 +674	+13%	+$58.2K	0.02%	108
2022 Q2	$435K	Hold	5,191	–	–	0.02%	110
2022 Q1	$518K	Sell	5,191 -1,100	-17%	-$110K	0.02%	107
2021 Q4	$665K	Buy	6,291 +955	+18%	+$99.8K	0.02%	97
2021 Q3	$533K	Hold	5,336	–	–	0.02%	94
2021 Q2	$540K	Sell	5,336 -42,828	-89%	-$4.27M	0.02%	101
2021 Q1	$4.58M	Buy	48,164 +44,475	+1,206%	+$4.18M	0.21%	60
2020 Q4	$335K	Sell	3,689 -40	-1%	-$3.42K	0.02%	97
2020 Q3	$298K	Buy	+3,729	New	+$295K	0.02%	98
2020 Q2	–	Sell	-3,225	Closed	-$202K	–	110
2020 Q1	$202K	Buy	+3,225	New	+$239K	0.01%	100
2019 Q1	–	Sell	-143,000	Closed	-$9.18M	–	135
2018 Q4	$9.18M	Buy	+143,000	New	+$9.82M	0.59%	44
2018 Q1	–	Sell	-34,900	Closed	-$2.52M	–	81
2017 Q4	$2.52M	Hold	34,900	–	–	0.11%	47
2017 Q3	$2.4M	Buy	34,900 +16,300	+88%	+$1.1M	0.11%	46
2017 Q2	$1.22M	Buy	18,600 +10,600	+133%	+$688K	0.06%	51
2017 Q1	$514K	Buy	+8,000	New	+$495K	0.02%	62

Other funds holding ACWI

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Cidel Asset Management's ACWI Position: Q2 2026 in Review

Cidel Asset Management increased its iShares MSCI ACWI ETF (ACWI) stake by 4.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 2,861 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #285.

Cidel Asset Management first reported a position in ACWI in Q1 2017 and has held it in 25 quarters since. The position peaked at $9.18M in Q4 2018. 137 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cidel Asset Management held 2,861 shares of iShares MSCI ACWI ETF worth $449K as of Q2 2026.
Cidel Asset Management bought 116 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $17.7K.
iShares MSCI ACWI ETF made up 0.02% of Cidel Asset Management's portfolio in Q2 2026, its #285 holding.
Cidel Asset Management first reported a position in iShares MSCI ACWI ETF in Q1 2017 and has held it in 25 quarters since.
Cidel Asset Management's iShares MSCI ACWI ETF position peaked at $9.18M in Q4 2018.
137 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.