Corient Private Wealth
ACWI icon

Corient Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Corient Private Wealth’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 		$108M Sell
687,632
-105,950
-13% -$16.2M 0.15% 135
2026
Q1 		$106M Buy
793,582
+11,991
+2% +$1.72M 0.15% 138
2025
Q4 		$111M Buy
781,591
+14,018
+2% +$1.97M 0.15% 138
2025
Q3 		$106M Buy
767,573
+290,521
+61% +$38.6M 0.17% 128
2025
Q2 		$61.3M Buy
477,052
+50,353
+12% +$6.04M 0.08% 205
2025
Q1 		$49.7M Sell
426,699
-6,086
-1% -$729K 0.08% 223
2024
Q4 		$47.3M Sell
432,785
-70,992
-14% -$8.52M 0.08% 232
2024
Q3 		$60.2M Sell
503,777
-39,131
-7% -$4.48M 0.09% 205
2024
Q2 		$61M Buy
542,908
+38,447
+8% +$4.23M 0.11% 195
2024
Q1 		$55.6M Buy
504,461
+1,072
+0.2% +$113K 0.1% 212
2023
Q4 		$51.2M Sell
503,389
-240,936
-32% -$23M 0.09% 215
2023
Q3 		$79.7M Buy
744,325
+218,177
+41% +$20.9M 0.18% 126
2023
Q2 		$50.5M Buy
526,148
+70,728
+16% +$6.56M 0.12% 183
2023
Q1 		$41.5M Sell
455,420
-20,184
-4% -$1.8M 0.11% 181
2022
Q4 		$40.4M Buy
+475,604
New +$40M 0.15% 160

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Corient Private Wealth's ACWI Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q2 2026, selling an estimated $16.2M and leaving 687,632 shares worth $108M. The position accounts for 0.15% of the portfolio, ranked #135.

Corient Private Wealth first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $111M in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Corient Private Wealth held 687,632 shares of iShares MSCI ACWI ETF worth $108M as of Q2 2026.
  • Corient Private Wealth sold 105,950 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $16.2M.
  • iShares MSCI ACWI ETF made up 0.15% of Corient Private Wealth's portfolio in Q2 2026, its #135 holding.
  • Corient Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares MSCI ACWI ETF position peaked at $111M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.