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Curated Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Curated Wealth Partners’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 		$449K Buy
2,862
+1,125
+65% +$172K 0.05% 121
2026
Q1 		$240K Buy
+1,737
New +$250K 0.03% 188

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

Curated Wealth Partners's ACWI Position: Q2 2026 in Review

Curated Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 65% in Q2 2026, buying an estimated $172K and bringing the position to 2,862 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #121.

Curated Wealth Partners first reported a position in ACWI in Q1 2026 and has held it in 2 quarters since. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Curated Wealth Partners held 2,862 shares of iShares MSCI ACWI ETF worth $449K as of Q2 2026.
  • Curated Wealth Partners bought 1,125 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $172K.
  • iShares MSCI ACWI ETF made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Curated Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 2 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.