Cooper Investors
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Cooper Investors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cooper Investors’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
Q3 		$20.5M Buy
128,920
+62,575
+94% +$9.9M 10.74% 3
2026
Q2 		$10.4M Sell
66,345
-17,113
-21% -$2.61M 4.78% 7
2026
Q1 		$11.5M Buy
83,458
+9,617
+13% +$1.38M 4.71% 4
2025
Q4 		$10.4M Buy
73,841
+10,710
+17% +$1.5M 3.47% 9
2025
Q3 		$8.73M Buy
+63,131
New +$8.39M 2.38% 14

Other funds holding ACWI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
CC
Copos Capital Luxembourg $936M AUM
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Cooper Investors's ACWI Position: Q3 2026 in Review

Cooper Investors increased its iShares MSCI ACWI ETF (ACWI) stake by 94% in Q3 2026, buying an estimated $9.9M and bringing the position to 128,920 shares worth $20.5M. The position accounts for 10.74% of the portfolio, ranked #3.

Cooper Investors first reported a position in ACWI in Q3 2025 and has held it in 5 quarters since. 585 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Cooper Investors held 128,920 shares of iShares MSCI ACWI ETF worth $20.5M as of Q3 2026.
  • Cooper Investors bought 62,575 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $9.9M.
  • iShares MSCI ACWI ETF made up 10.74% of Cooper Investors's portfolio in Q3 2026, its #3 holding.
  • Cooper Investors first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 5 quarters since.
  • 585 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Cooper Investors's 13F filing for Q3 2026, filed 13 Oct 2026.