EH
ACWI icon

Equitable Holdings’s iShares MSCI ACWI ETF ACWI Stock Holding History

Equitable Holdings’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 		$3.37M Buy
23,804
+3,508
+17% +$504K 0.02% 560
2025
Q4 		$2.87M Buy
20,296
+1,270
+7% +$178K 0.02% 525
2025
Q3 		$2.63M Buy
19,026
+148
+0.8% +$19.7K 0.02% 520
2025
Q2 		$2.43M Buy
18,878
+603
+3% +$72.3K 0.02% 516
2025
Q1 		$2.13M Sell
18,275
-454
-2% -$54.4K 0.02% 498
2024
Q4 		$2.2M Buy
18,729
+15
+0.1% +$1.8K 0.02% 468
2024
Q3 		$2.24M Sell
18,714
-262
-1% -$30K 0.02% 460
2024
Q2 		$2.13M Sell
18,976
-220
-1% -$24.2K 0.02% 440
2024
Q1 		$2.11M Sell
19,196
-595
-3% -$62.5K 0.02% 434
2023
Q4 		$2.01M Sell
19,791
-1,345
-6% -$129K 0.02% 408
2023
Q3 		$1.95M Buy
21,136
+123
+0.6% +$11.8K 0.03% 366
2023
Q2 		$2.02M Buy
21,013
+224
+1% +$20.8K 0.03% 354
2023
Q1 		$1.9M Buy
20,789
+325
+2% +$29K 0.03% 332
2022
Q4 		$1.74M Sell
20,464
-14,530
-42% -$1.22M 0.03% 327
2022
Q3 		$2.72M Buy
34,994
+29,990
+599% +$2.59M 0.05% 220
2022
Q2 		$420K Buy
5,004
+652
+15% +$59.3K 0.01% 596
2022
Q1 		$434K Buy
4,352
+292
+7% +$29.1K 0.01% 610
2021
Q4 		$429K Buy
4,060
+1,658
+69% +$173K 0.01% 598
2021
Q3 		$240K Buy
2,402
+168
+8% +$17.2K ﹤0.01% 746
2021
Q2 		$226K Buy
2,234
+11
+0.5% +$1.1K ﹤0.01% 746
2021
Q1 		$212K Hold
2,223
– – ﹤0.01% 709
2020
Q4 		$202K Sell
2,223
-1,594
-42% -$136K ﹤0.01% 652
2020
Q3 		$305K Buy
3,817
+638
+20% +$50.5K 0.01% 510
2020
Q2 		$234K Buy
+3,179
New +$222K 0.01% 558

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 $1.27B AUM 11.98% 1-Year Est. Return

Equitable Holdings's ACWI Position: Q1 2026 in Review

Equitable Holdings increased its iShares MSCI ACWI ETF (ACWI) stake by 17% in Q1 2026, buying an estimated $504K and bringing the position to 23,804 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #560.

Equitable Holdings first reported a position in ACWI in Q2 2020 and has held it in 24 quarters since. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Equitable Holdings held 23,804 shares of iShares MSCI ACWI ETF worth $3.37M as of Q1 2026.
  • Equitable Holdings bought 3,508 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $504K.
  • iShares MSCI ACWI ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #560 holding.
  • Equitable Holdings first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 24 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.