HM Payson & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

HM Payson & 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	$51K	Hold	325	–	–	﹤0.01%	701
2026 Q1	$45K	Hold	325	–	–	﹤0.01%	705
2025 Q4	$46K	Hold	325	–	–	﹤0.01%	707
2025 Q3	$44.9K	Hold	325	–	–	﹤0.01%	714
2025 Q2	$41.8K	Hold	325	–	–	﹤0.01%	675
2025 Q1	$37.8K	Hold	325	–	–	﹤0.01%	690
2024 Q4	$38.2K	Hold	325	–	–	﹤0.01%	683
2024 Q3	$38.9K	Hold	325	–	–	﹤0.01%	672
2024 Q2	$36.5K	Hold	325	–	–	﹤0.01%	649
2024 Q1	$35.8K	Hold	325	–	–	﹤0.01%	655
2023 Q4	$33.1K	Hold	325	–	–	﹤0.01%	658
2023 Q3	$30K	Hold	325	–	–	﹤0.01%	672
2023 Q2	$31.2K	Hold	325	–	–	﹤0.01%	661
2023 Q1	$29.6K	Buy	+325	New	+$29K	﹤0.01%	657

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HM Payson & Co's ACWI Position: Q2 2026 in Review

HM Payson & Co held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 325 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

HM Payson & Co first reported a position in ACWI in Q1 2023 and has held it in 14 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

HM Payson & Co held 325 shares of iShares MSCI ACWI ETF worth $51K as of Q2 2026.
HM Payson & Co left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #701 holding.
HM Payson & Co first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 14 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.