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 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 $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Eight 31 Financial's ACWI Position: Q1 2026 in Review

Eight 31 Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 6.9% in Q1 2026, buying an estimated $59.1K and bringing the position to 6,353 shares worth $879K. The position accounts for 0.53% of the portfolio, ranked #32.

Eight 31 Financial first reported a position in ACWI in Q4 2023 and has held it in 10 quarters since. 800 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Eight 31 Financial held 6,353 shares of iShares MSCI ACWI ETF worth $879K as of Q1 2026.
Eight 31 Financial bought 411 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $59.1K.
iShares MSCI ACWI ETF made up 0.53% of Eight 31 Financial's portfolio in Q1 2026, its #32 holding.
Eight 31 Financial first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 10 quarters since.
800 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.