Ewing Morris & Co Investment Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.11M Hold
8,000
0.5% 44
2025
Q4
$1.15M Hold
8,000
0.5% 49
2025
Q3
$1.11M Hold
8,000
0.47% 50
2025
Q2
$1.03M Hold
8,000
0.46% 52
2025
Q1
$1.34M Sell
8,000
-500
-6% -$59.9K 0.42% 55
2024
Q4
$999K Buy
+8,500
New +$1.02M 0.34% 61

Other funds holding ACWI

Ewing Morris & Co Investment Partners's ACWI Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 8,000 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #44.

Ewing Morris & Co Investment Partners first reported a position in ACWI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Ewing Morris & Co Investment Partners held 8,000 shares of iShares MSCI ACWI ETF worth $1.11M as of Q1 2026.
  • Ewing Morris & Co Investment Partners left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.5% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #44 holding.
  • Ewing Morris & Co Investment Partners first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
  • Ewing Morris & Co Investment Partners's iShares MSCI ACWI ETF position peaked at $1.34M in Q1 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.