HighTower Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

HighTower Advisors’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	$60.8M	Buy	439,441 +6,477	+1%	+$931K	0.06%	305
2025 Q4	$61.3M	Sell	432,964 -30,253	-7%	-$4.25M	0.07%	295
2025 Q3	$64M	Sell	463,217 -2,557	-0.5%	-$340K	0.07%	279
2025 Q2	$59.9M	Sell	465,774 -7,644	-2%	-$916K	0.08%	276
2025 Q1	$55.1M	Sell	473,418 -25,450	-5%	-$3.05M	0.07%	272
2024 Q4	$58.6M	Buy	498,868 +46,031	+10%	+$5.52M	0.08%	261
2024 Q3	$54.1M	Sell	452,837 -23,350	-5%	-$2.68M	0.08%	264
2024 Q2	$53.5M	Buy	476,187 +71,843	+18%	+$7.9M	0.08%	249
2024 Q1	$44.5M	Buy	404,344 +8,654	+2%	+$909K	0.07%	281
2023 Q4	$40.3M	Buy	395,690 +217,181	+122%	+$20.8M	0.07%	289
2023 Q3	$16.5M	Sell	178,509 -447	-0.2%	-$42.9K	0.03%	509
2023 Q2	$17.2M	Sell	178,956 -4,025	-2%	-$374K	0.03%	475
2023 Q1	$16.7M	Sell	182,981 -50,951	-22%	-$4.54M	0.04%	459
2022 Q4	$19.9M	Buy	233,932 +55,437	+31%	+$4.67M	0.05%	396
2022 Q3	$13.9M	Buy	178,495 +39,803	+29%	+$3.44M	0.04%	455
2022 Q2	$11.6M	Buy	138,692 +28,718	+26%	+$2.61M	0.03%	520
2022 Q1	$11M	Buy	109,974 +19,875	+22%	+$1.98M	0.02%	582
2021 Q4	$9.54M	Buy	90,099 +2,554	+3%	+$267K	0.02%	625
2021 Q3	$8.72M	Buy	87,545 +27,379	+46%	+$2.81M	0.02%	594
2021 Q2	$6.09M	Sell	60,166 -3,940	-6%	-$393K	0.02%	724
2021 Q1	$6.1M	Buy	64,106 +3,016	+5%	+$283K	0.02%	674
2020 Q4	$5.54M	Sell	61,090 -8,897	-13%	-$760K	0.02%	561
2020 Q3	$5.59M	Sell	69,987 -18,326	-21%	-$1.45M	0.03%	519
2020 Q2	$6.51M	Sell	88,313 -90,704	-51%	-$6.33M	0.04%	434
2020 Q1	$11.2M	Buy	179,017 +11,939	+7%	+$884K	0.07%	252
2019 Q4	$13.2M	Buy	167,078 +6,593	+4%	+$504K	0.08%	262
2019 Q3	$11.8M	Sell	160,485 -7,148	-4%	-$524K	0.06%	294
2019 Q2	$12.4M	Buy	167,633 +1,824	+1%	+$133K	0.07%	285
2019 Q1	$12M	Sell	165,809 -58,581	-26%	-$4.07M	0.08%	263
2018 Q4	$14.4M	Buy	224,390 +66,657	+42%	+$4.58M	0.11%	194
2018 Q3	$11.7M	Sell	157,733 -280	-0.2%	-$20.5K	0.08%	263
2018 Q2	$11.2M	Sell	158,013 -9,969	-6%	-$723K	0.09%	253
2018 Q1	$12M	Sell	167,982 -2,626	-2%	-$193K	0.1%	221
2017 Q4	$12.3M	Sell	170,608 -18,579	-10%	-$1.31M	0.1%	212
2017 Q3	$13M	Buy	189,187 +151,637	+404%	+$10.2M	0.11%	192
2017 Q2	$2.46M	Buy	37,550 +1,301	+4%	+$84.4K	0.02%	721
2017 Q1	$2.3M	Sell	36,249 -6,513	-15%	-$403K	0.02%	715
2016 Q4	$2.53M	Buy	42,762 +12,538	+41%	+$736K	0.03%	617
2016 Q3	$1.78M	Sell	30,224 -1,432	-5%	-$83.5K	0.02%	695
2016 Q2	$1.78M	Sell	31,656 -9,898	-24%	-$559K	0.02%	661
2016 Q1	$2.33M	Buy	41,554 +10,621	+34%	+$563K	0.01%	664
2015 Q4	$1.73M	Buy	30,933 +14,434	+87%	+$825K	0.02%	697
2015 Q3	$889K	Sell	16,499 -6,445	-28%	-$371K	0.01%	937
2015 Q2	$1.36M	Buy	22,944 +5,130	+29%	+$317K	0.02%	644
2015 Q1	$1.07M	Buy	17,814 +3,122	+21%	+$186K	0.02%	783
2014 Q4	$859K	Buy	14,692 +9,670	+193%	+$568K	0.01%	846
2014 Q3	$296K	Buy	5,022 +4	+0.1%	+$241	0.01%	1214
2014 Q2	$302K	Buy	+5,018	New	+$298K	0.01%	1249

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 $2.33B AUM 20.04% 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

HighTower Advisors's ACWI Position: Q1 2026 in Review

HighTower Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 1.5% in Q1 2026, buying an estimated $931K and bringing the position to 439,441 shares worth $60.8M. The position accounts for 0.06% of the portfolio, ranked #305.

HighTower Advisors first reported a position in ACWI in Q2 2014 and has held it in 48 quarters since. The position peaked at $64M in Q3 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

HighTower Advisors held 439,441 shares of iShares MSCI ACWI ETF worth $60.8M as of Q1 2026.
HighTower Advisors bought 6,477 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $931K.
iShares MSCI ACWI ETF made up 0.06% of HighTower Advisors's portfolio in Q1 2026, its #305 holding.
HighTower Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2014 and has held it in 48 quarters since.
HighTower Advisors's iShares MSCI ACWI ETF position peaked at $64M in Q3 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.