Eight 31 Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Eight 31 Financial’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	$1.07M	Buy	6,790 +437	+7%	+$66.8K	0.63%	28
2026 Q1	$879K	Buy	6,353 +411	+7%	+$59.1K	0.53%	32
2025 Q4	$841K	Buy	5,942 +425	+8%	+$59.6K	0.46%	31
2025 Q3	$763K	Buy	5,517 +3	+0.1%	+$398	0.43%	32
2025 Q2	$709K	Buy	5,514 +57	+1%	+$6.83K	0.47%	37
2025 Q1	$635K	Buy	5,457 +460	+9%	+$55.1K	0.41%	38
2024 Q4	$587K	Sell	4,997 -906	-15%	-$109K	0.44%	34
2024 Q3	$706K	Buy	5,903 +469	+9%	+$53.7K	0.54%	32
2024 Q2	$611K	Buy	5,434 +813	+18%	+$89.4K	0.47%	38
2024 Q1	$509K	Buy	4,621 +1,172	+34%	+$123K	0.32%	63
2023 Q4	$351K	Buy	+3,449	New	+$330K	0.22%	67

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

Eight 31 Financial's ACWI Position: Q2 2026 in Review

Eight 31 Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 6.9% in Q2 2026, buying an estimated $66.8K and bringing the position to 6,790 shares worth $1.07M. The position accounts for 0.63% of the portfolio, ranked #28.

Eight 31 Financial first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Eight 31 Financial held 6,790 shares of iShares MSCI ACWI ETF worth $1.07M as of Q2 2026.
Eight 31 Financial bought 437 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $66.8K.
iShares MSCI ACWI ETF made up 0.63% of Eight 31 Financial's portfolio in Q2 2026, its #28 holding.
Eight 31 Financial first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.