Clarius Group LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Clarius Group LLC’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	$4.88M	Hold	34,459	–	–	0.28%	44
2025 Q3	$4.76M	Hold	34,459	–	–	0.28%	42
2025 Q2	$4.43M	Sell	34,459 -111	-0.3%	-$13.3K	0.26%	46
2025 Q1	$4.02M	Hold	34,570	–	–	0.25%	49
2024 Q4	$4.06M	Hold	34,570	–	–	0.28%	40
2024 Q3	$4.13M	Hold	34,570	–	–	0.29%	41
2024 Q2	$3.89M	Sell	34,570 -9,678	-22%	-$1.06M	0.28%	42
2024 Q1	$4.87M	Buy	44,248 +1,419	+3%	+$149K	0.34%	38
2023 Q4	$4.36M	Sell	42,829 -13,344	-24%	-$1.28M	0.36%	38
2023 Q3	$5.19M	Buy	56,173 +21,603	+62%	+$2.07M	0.49%	31
2023 Q2	$3.32M	Hold	34,570	–	–	0.26%	48
2023 Q1	$3.15M	Hold	34,570	–	–	0.27%	48
2022 Q4	$2.93M	Sell	34,570 -477	-1%	-$40.1K	0.26%	54
2022 Q3	$2.73M	Buy	35,047 +477	+1%	+$41.2K	0.27%	50
2022 Q2	$2.9M	Hold	34,570	–	–	0.29%	47
2022 Q1	$3.66M	Hold	34,570	–	–	0.29%	43
2021 Q4	$3.66M	Hold	34,570	–	–	0.29%	43
2021 Q3	$3.45M	Hold	34,570	–	–	0.31%	40
2021 Q2	$3.5M	Hold	34,570	–	–	0.31%	38
2021 Q1	$3.29M	Hold	34,570	–	–	0.32%	37
2020 Q4	$3.14M	Buy	34,570 +261	+0.8%	+$22.3K	0.34%	37
2020 Q3	$2.74M	Hold	34,309	–	–	0.35%	35
2020 Q2	$2.53M	Sell	34,309 -535	-2%	-$37.3K	0.35%	36
2020 Q1	$2.18M	Hold	34,844	–	–	0.41%	31
2019 Q4	$2.81M	Buy	34,844 +402	+1%	+$30.7K	0.44%	30
2019 Q3	$2.54M	Buy	34,442 +813	+2%	+$59.6K	0.47%	31
2019 Q2	$2.48M	Buy	33,629 +408	+1%	+$29.8K	0.5%	29
2019 Q1	$2.4M	Buy	33,221 +22	+0.1%	+$1.53K	0.58%	27
2018 Q4	$2.13M	Buy	33,199 +320	+1%	+$22K	0.77%	27
2018 Q3	$2.44M	Sell	32,879 -2,755	-8%	-$201K	0.87%	22
2018 Q2	$2.53M	Buy	35,634 +398	+1%	+$28.9K	1.05%	19
2018 Q1	$2.53M	Hold	35,236	–	–	1.15%	14
2017 Q4	$2.54M	Sell	35,236 -1,926	-5%	-$136K	1.13%	15
2017 Q3	$2.56M	Sell	37,162 -2,920	-7%	-$196K	1.08%	15
2017 Q2	$2.63M	Buy	40,082 +442	+1%	+$28.7K	1.08%	16
2017 Q1	$2.51M	Hold	39,640	–	–	1.04%	15
2016 Q4	$2.35M	Sell	39,640 -1,504	-4%	-$88.3K	0.99%	13
2016 Q3	$2.43M	Buy	41,144 +1	+0%	+$58	1.13%	13
2016 Q2	$2.31M	Buy	41,143 +547	+1%	+$30.9K	1.23%	12
2016 Q1	$2.27M	Buy	40,596 +26	+0.1%	+$1.38K	1.26%	11
2015 Q4	$2.26M	Buy	+40,570	New	+$2.32M	1.31%	13

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 $2.54B AUM 23.56% 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

Clarius Group LLC's ACWI Position: Q4 2025 in Review

Clarius Group LLC held its iShares MSCI ACWI ETF (ACWI) position steady in Q4 2025 at 34,459 shares worth $4.88M. The position accounts for 0.28% of the portfolio, ranked #44.

Clarius Group LLC first reported a position in ACWI in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.19M in Q3 2023. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

Clarius Group LLC held 34,459 shares of iShares MSCI ACWI ETF worth $4.88M as of Q4 2025.
Clarius Group LLC left its iShares MSCI ACWI ETF share count unchanged in Q4 2025.
iShares MSCI ACWI ETF made up 0.28% of Clarius Group LLC's portfolio in Q4 2025, its #44 holding.
Clarius Group LLC first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 41 quarters since.
Clarius Group LLC's iShares MSCI ACWI ETF position peaked at $5.19M in Q3 2023.
808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.