CVA Family Office’s iShares MSCI ACWI ETF ACWI Stock Holding History

CVA Family Office’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	$93.2K	Hold	594	–	–	0.01%	485
2026 Q1	$82.2K	Hold	594	–	–	0.01%	493
2025 Q4	$84K	Hold	594	–	–	0.01%	455
2025 Q3	$82.1K	Hold	594	–	–	0.01%	454
2025 Q2	$76.4K	Hold	594	–	–	0.01%	463
2025 Q1	$69.1K	Hold	594	–	–	0.01%	454
2024 Q4	$69.8K	Hold	594	–	–	0.01%	450
2024 Q3	$71K	Hold	594	–	–	0.01%	440
2024 Q2	$66.8K	Hold	594	–	–	0.01%	436
2024 Q1	$65.4K	Hold	594	–	–	0.01%	436
2023 Q4	$60.5K	Buy	+594	New	+$56.8K	0.01%	431
2023 Q3	–	Sell	-594	Closed	-$57K	–	232
2023 Q2	$57K	Hold	594	–	–	0.01%	419
2023 Q1	$54.1K	Buy	594 +200	+51%	+$17.8K	0.01%	427
2022 Q4	$33.4K	Buy	+394	New	+$33.2K	0.01%	478

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

CVA Family Office's ACWI Position: Q2 2026 in Review

CVA Family Office held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 594 shares worth $93.2K. The position accounts for 0.01% of the portfolio, ranked #485.

CVA Family Office first reported a position in ACWI in Q4 2022 and has held it in 14 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

CVA Family Office held 594 shares of iShares MSCI ACWI ETF worth $93.2K as of Q2 2026.
CVA Family Office left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #485 holding.
CVA Family Office first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 14 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.