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Curi RMB Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Curi RMB Capital’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
Q1 		$583K Buy
+4,210
New +$605K 0.01% 560
2020
Q1 		– Sell
-108,945
Closed -$8.63M – 646
2019
Q4 		$8.63M Buy
+108,945
New +$8.33M 0.24% 108
2019
Q1 		– Sell
-150,773
Closed -$9.67M – 777
2018
Q4 		$9.67M Buy
+150,773
New +$10.4M 0.25% 108

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Curi RMB Capital's ACWI Position: Q1 2026 in Review

Curi RMB Capital opened a new position in iShares MSCI ACWI ETF (ACWI) in Q1 2026: 4,210 shares worth $583K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in ACWI as recently as Q4 2019.

Curi RMB Capital first reported a position in ACWI in Q4 2018 and has held it in 3 quarters since. The position peaked at $9.67M in Q4 2018. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Curi RMB Capital held 4,210 shares of iShares MSCI ACWI ETF worth $583K as of Q1 2026.
  • iShares MSCI ACWI ETF was a new Curi RMB Capital position in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #560 holding.
  • Curi RMB Capital first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 3 quarters since.
  • Curi RMB Capital's iShares MSCI ACWI ETF position peaked at $9.67M in Q4 2018.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.