Cresset Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cresset Asset Management’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	$64.3M	Buy	409,574 +88,379	+28%	+$13.5M	0.23%	72
2026 Q1	$44.4M	Buy	321,195 +164,543	+105%	+$23.7M	0.19%	86
2025 Q4	$22.2M	Buy	156,652 +7,291	+5%	+$1.02M	0.09%	133
2025 Q3	$20.6M	Buy	149,361 +5,684	+4%	+$755K	0.09%	134
2025 Q2	$18.5M	Sell	143,677 -30,222	-17%	-$3.62M	0.09%	137
2025 Q1	$20.2M	Sell	173,899 -11,628	-6%	-$1.39M	0.1%	126
2024 Q4	$21.8M	Sell	185,527 -125,332	-40%	-$15M	0.1%	121
2024 Q3	$37.2M	Sell	310,859 -20,934	-6%	-$2.4M	0.14%	98
2024 Q2	$37.3M	Buy	331,793 +17,722	+6%	+$1.95M	0.16%	96
2024 Q1	$34.6M	Buy	314,071 +48,009	+18%	+$5.04M	0.17%	89
2023 Q4	$27.1M	Buy	266,062 +128,585	+94%	+$12.3M	0.16%	93
2023 Q3	$12.7M	Sell	137,477 -6,661	-5%	-$639K	0.05%	176
2023 Q2	$13.8M	Buy	144,138 +44,715	+45%	+$4.15M	0.02%	215
2023 Q1	$9.06M	Sell	99,423 -233,818	-70%	-$20.9M	0.18%	84
2022 Q4	$21.9M	Buy	333,241 +51,650	+18%	+$4.35M	0.28%	48
2022 Q3	$21.9M	Buy	281,591 +10,657	+4%	+$921K	0.28%	42
2022 Q2	$22.7M	Buy	270,934 +69,462	+34%	+$6.32M	0.28%	41
2022 Q1	$20.1M	Buy	201,472 +1	+0%	+$100	0.21%	48
2021 Q4	$21.3M	Buy	201,471 +1,376	+0.7%	+$144K	0.21%	53
2021 Q3	$20M	Buy	200,095 +3,447	+2%	+$354K	0.27%	37
2021 Q2	$19.9M	Sell	196,648 -4,587	-2%	-$457K	0.28%	37
2021 Q1	$19.1M	Sell	201,235 -163	-0.1%	-$15.3K	0.3%	35
2020 Q4	$18.3M	Sell	201,398 -130	-0.1%	-$11.1K	0.3%	33
2020 Q3	$16.1M	Sell	201,528 -893	-0.4%	-$70.7K	0.3%	34
2020 Q2	$14.9M	Buy	202,421 +5,871	+3%	+$410K	0.33%	33
2020 Q1	$12.3M	Sell	196,550 -7,100	-3%	-$526K	0.37%	30
2019 Q4	$16.1M	Hold	203,650	–	–	0.44%	24
2019 Q3	$15M	Hold	203,650	–	–	0.46%	29
2019 Q2	$15M	Sell	203,650 -166,930	-45%	-$12.2M	0.47%	28
2019 Q1	$26.7M	Sell	370,580 -41,520	-10%	-$2.89M	1.04%	16
2018 Q4	$26.5M	Buy	+412,100	New	+$28.3M	1.57%	9

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

Cresset Asset Management's ACWI Position: Q2 2026 in Review

Cresset Asset Management increased its iShares MSCI ACWI ETF (ACWI) stake by 28% in Q2 2026, buying an estimated $13.5M and bringing the position to 409,574 shares worth $64.3M. The position accounts for 0.23% of the portfolio, ranked #72.

Cresset Asset Management first reported a position in ACWI in Q4 2018 and has held it in 31 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cresset Asset Management held 409,574 shares of iShares MSCI ACWI ETF worth $64.3M as of Q2 2026.
Cresset Asset Management bought 88,379 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $13.5M.
iShares MSCI ACWI ETF made up 0.23% of Cresset Asset Management's portfolio in Q2 2026, its #72 holding.
Cresset Asset Management first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 31 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.