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 Q2	$643K	Sell	4,094 -116	-3%	-$17.7K	0.01%	546
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 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

Curi RMB Capital's ACWI Position: Q2 2026 in Review

Curi RMB Capital reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.8% in Q2 2026, selling an estimated $17.7K and leaving 4,094 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #546.

Curi RMB Capital first reported a position in ACWI in Q4 2018 and has held it in 4 quarters since. The position peaked at $9.67M in Q4 2018. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Curi RMB Capital held 4,094 shares of iShares MSCI ACWI ETF worth $643K as of Q2 2026.
Curi RMB Capital sold 116 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $17.7K.
iShares MSCI ACWI ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #546 holding.
Curi RMB Capital first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 4 quarters since.
Curi RMB Capital's iShares MSCI ACWI ETF position peaked at $9.67M in Q4 2018.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.