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Essex Savings Bank’s iShares MSCI ACWI ETF ACWI Stock Holding History

Essex Savings Bank’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 		$373K Sell
2,378
-95
-4% -$14.5K 0.08% 200
2026
Q1 		$342K Hold
2,473
– – 0.08% 204
2025
Q4 		$350K Hold
2,473
– – 0.08% 207
2025
Q3 		$342K Hold
2,473
– – 0.08% 208
2025
Q2 		$318K Hold
2,473
– – 0.08% 210
2025
Q1 		$288K Sell
2,473
-162
-6% -$19.4K 0.07% 219
2024
Q4 		$310K Hold
2,635
– – 0.08% 207
2024
Q3 		$315K Hold
2,635
– – 0.08% 207
2024
Q2 		$296K Sell
2,635
-321
-11% -$35.3K 0.08% 198
2024
Q1 		$301K Hold
2,956
– – 0.09% 194
2023
Q4 		$301K Hold
2,956
– – 0.09% 193
2023
Q3 		$273K Sell
2,956
-624
-17% -$59.9K 0.09% 179
2023
Q2 		$343K Buy
3,580
+1,100
+44% +$102K 0.11% 148
2023
Q1 		$226K Sell
2,480
-3,082
-55% -$275K 0.08% 204
2022
Q4 		$472K Buy
+5,562
New +$468K 0.17% 127
2022
Q3 		– Sell
-2,480
Closed -$208K – 207
2022
Q2 		$208K Hold
2,480
– – 0.08% 202
2022
Q1 		$247K Hold
2,480
– – 0.08% 189
2021
Q4 		$262K Hold
2,480
– – 0.09% 183
2021
Q3 		$259K Hold
2,480
– – 0.09% 180
2021
Q2 		$250K Hold
2,480
– – 0.1% 180
2021
Q1 		$229K Hold
2,480
– – 0.1% 176
2020
Q4 		$225K Buy
+2,480
New +$212K 0.1% 179
2019
Q3 		– Sell
-2,480
Closed -$183K – 181
2019
Q2 		$183K Hold
2,480
– – 0.06% 242
2019
Q1 		$179K Hold
2,480
– – 0.1% 152
2018
Q4 		$159K Buy
+2,480
New +$170K 0.1% 158

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Essex Savings Bank's ACWI Position: Q2 2026 in Review

Essex Savings Bank reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.8% in Q2 2026, selling an estimated $14.5K and leaving 2,378 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #200.

Essex Savings Bank first reported a position in ACWI in Q4 2018 and has held it in 25 quarters since. The position peaked at $472K in Q4 2022. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Essex Savings Bank held 2,378 shares of iShares MSCI ACWI ETF worth $373K as of Q2 2026.
  • Essex Savings Bank sold 95 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $14.5K.
  • iShares MSCI ACWI ETF made up 0.08% of Essex Savings Bank's portfolio in Q2 2026, its #200 holding.
  • Essex Savings Bank first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 25 quarters since.
  • Essex Savings Bank's iShares MSCI ACWI ETF position peaked at $472K in Q4 2022.
  • 844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.