CI
ACWI icon

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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
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

Cooper Investors's ACWI Position: Q2 2026 in Review

Cooper Investors reduced its iShares MSCI ACWI ETF (ACWI) stake by 21% in Q2 2026, selling an estimated $2.61M and leaving 66,345 shares worth $10.4M. The position accounts for 4.78% of the portfolio, ranked #7.

Cooper Investors first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.5M in Q1 2026. 156 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Cooper Investors held 66,345 shares of iShares MSCI ACWI ETF worth $10.4M as of Q2 2026.
  • Cooper Investors sold 17,113 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.61M.
  • iShares MSCI ACWI ETF made up 4.78% of Cooper Investors's portfolio in Q2 2026, its #7 holding.
  • Cooper Investors first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • Cooper Investors's iShares MSCI ACWI ETF position peaked at $11.5M in Q1 2026.
  • 156 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cooper Investors's 13F filing for Q2 2026, filed 7 Jul 2026.