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Gruss & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

Gruss & Co’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 		$314K Hold
2,000
– – 0.77% 25
2026
Q1 		$277K Hold
2,000
– – 0.65% 24
2025
Q4 		$283K Hold
2,000
– – 0.62% 28
2025
Q3 		$276K Buy
+2,000
New +$266K 0.72% 25

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

Gruss & Co's ACWI Position: Q2 2026 in Review

Gruss & Co held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,000 shares worth $314K. The position accounts for 0.77% of the portfolio, ranked #25.

Gruss & Co first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Gruss & Co held 2,000 shares of iShares MSCI ACWI ETF worth $314K as of Q2 2026.
  • Gruss & Co left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.77% of Gruss & Co's portfolio in Q2 2026, its #25 holding.
  • Gruss & Co first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Gruss & Co's 13F filing for Q2 2026, filed 5 Aug 2026.