Clear Investment Research’s iShares MSCI ACWI ETF ACWI Stock Holding History

Clear Investment Research’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	–	Sell	-22	Closed	-$3.03K	–	61
2026 Q1	$3.03K	Buy	+22	New	+$3.16K	﹤0.01%	197
2025 Q4	–	Sell	-21	Closed	-$3K	–	55
2025 Q3	$3K	Hold	21	–	–	﹤0.01%	210
2025 Q2	$2.79K	Hold	21	–	–	﹤0.01%	189
2025 Q1	$2.51K	Sell	21 -15	-42%	-$1.8K	﹤0.01%	186
2024 Q4	$4.25K	Buy	36 +1	+3%	+$120	0.01%	173
2024 Q3	$4.29K	Hold	35	–	–	0.01%	175
2024 Q2	$4.03K	Hold	35	–	–	0.01%	167
2024 Q1	$3.92K	Hold	35	–	–	0.01%	174
2023 Q4	$3.62K	Hold	35	–	–	0.01%	222
2023 Q3	$3.25K	Hold	35	–	–	0.01%	155
2023 Q2	$3.38K	Hold	35	–	–	0.01%	157
2023 Q1	$3.18K	Buy	35 +1	+3%	+$89	0.01%	148
2022 Q4	$3K	Hold	34	–	–	0.01%	139
2022 Q3	$3K	Hold	34	–	–	0.01%	136
2022 Q2	$3K	Hold	34	–	–	0.01%	115
2022 Q1	$3K	Hold	34	–	–	0.01%	120
2021 Q4	$4K	Buy	34 +1	+3%	+$104	0.01%	123
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	123
2021 Q2	$3K	Hold	33	–	–	0.01%	125
2021 Q1	$3K	Hold	33	–	–	0.01%	112
2020 Q4	$3K	Hold	33	–	–	0.01%	103
2020 Q3	$3K	Hold	33	–	–	0.01%	97
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	100
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	96
2019 Q4	$3K	Buy	33 +1	+3%	+$76	0.01%	95
2019 Q3	$2K	Buy	32 +1	+3%	+$73	﹤0.01%	103
2019 Q2	$2K	Sell	31 -102	-77%	-$7.44K	﹤0.01%	101
2019 Q1	$10K	Buy	133 +2	+2%	+$139	0.02%	81
2018 Q4	$8K	Sell	131 -4	-3%	-$275	0.01%	78
2018 Q3	$10K	Buy	135 +12	+10%	+$878	0.01%	75
2018 Q2	$9K	Hold	123	–	–	0.01%	56
2018 Q1	$9K	Buy	123 +1	+0.8%	+$74	0.01%	56
2017 Q4	$9K	Sell	122 -1	-0.8%	-$71	0.01%	48
2017 Q3	$8K	Buy	123 +104	+547%	+$7K	0.01%	51
2017 Q2	$1K	Hold	19	–	–	﹤0.01%	51
2017 Q1	$1K	Hold	19	–	–	﹤0.01%	38
2016 Q4	$1K	Hold	19	–	–	﹤0.01%	29
2016 Q3	$1K	Hold	19	–	–	﹤0.01%	29
2016 Q2	$1K	Buy	19 +1	+6%	+$56	﹤0.01%	30
2016 Q1	$1K	Hold	18	–	–	﹤0.01%	27
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	25
2015 Q3	$1K	Sell	18 -1,666	-99%	-$95.8K	﹤0.01%	23
2015 Q2	$100K	Hold	1,684	–	–	0.09%	23
2015 Q1	$101K	Buy	+1,684	New	+$100K	0.09%	23

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Clear Investment Research's ACWI Position: Q2 2026 in Review

Clear Investment Research sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 22 shares — an estimated $3.03K sold.

Clear Investment Research first reported a position in ACWI in Q1 2015 and held it in 44 quarters. The position peaked at $101K in Q1 2015. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Clear Investment Research reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 22 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $3.03K.
Clear Investment Research first reported a position in iShares MSCI ACWI ETF in Q1 2015 and held it in 44 quarters.
Clear Investment Research's iShares MSCI ACWI ETF position peaked at $101K in Q1 2015.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.