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IEQ Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

IEQ Capital’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 		$125M Buy
795,286
+24,603
+3% +$3.76M 0.58% 28
2026
Q1 		$107M Buy
770,683
+81,577
+12% +$11.7M 0.5% 31
2025
Q4 		$97.5M Buy
689,106
+74,463
+12% +$10.5M 0.29% 34
2025
Q3 		$85M Buy
614,643
+72,562
+13% +$9.64M 0.26% 35
2025
Q2 		$69.7M Buy
542,081
+41,776
+8% +$5.01M 0.43% 35
2025
Q1 		$58.2M Buy
500,305
+376,273
+303% +$45.1M 0.46% 33
2024
Q4 		$14.6M Sell
124,032
-496
-0.4% -$59.5K 0.14% 96
2024
Q3 		$14.9M Sell
124,528
-13,879
-10% -$1.59M 0.18% 79
2024
Q2 		$15.6M Buy
138,407
+10,232
+8% +$1.12M 0.21% 73
2024
Q1 		$14.1M Sell
128,175
-3,946
-3% -$414K 0.2% 76
2023
Q4 		$13.4M Sell
132,121
-5,910
-4% -$565K 0.22% 66
2023
Q3 		$12.7M Buy
138,031
+4,560
+3% +$438K 0.26% 62
2023
Q2 		$12.8M Buy
133,471
+3,115
+2% +$289K 0.26% 64
2023
Q1 		$11.9M Sell
130,356
-20,091
-13% -$1.79M 0.28% 63
2022
Q4 		$12.8M Sell
150,447
-1,047
-0.7% -$88.1K 0.36% 53
2022
Q3 		$11.8M Sell
151,494
-964
-0.6% -$83.3K 0.32% 48
2022
Q2 		$12.8M Sell
152,458
-14,761
-9% -$1.34M 0.39% 46
2022
Q1 		$16.7M Sell
167,219
-1,878
-1% -$187K 0.4% 45
2021
Q4 		$17.9M Sell
169,097
-8,083
-5% -$845K 0.41% 44
2021
Q3 		$17.7M Buy
177,180
+3,278
+2% +$336K 0.47% 37
2021
Q2 		$17.6M Sell
173,902
-125
-0.1% -$12.5K 0.52% 34
2021
Q1 		$16.6M Buy
174,027
+1,476
+0.9% +$139K 0.68% 28
2020
Q4 		$15.7M Buy
172,551
+239
+0.1% +$20.4K 0.7% 32
2020
Q3 		$13.8M Sell
172,312
-24,896
-13% -$1.97M 0.74% 25
2020
Q2 		$14.5M Sell
197,208
-263,809
-57% -$18.4M 0.94% 20
2020
Q1 		$28.8M Sell
461,017
-89,322
-16% -$6.62M 2.32% 10
2019
Q4 		$43.6M Buy
+550,339
New +$42.1M 3.82% 4

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

IEQ Capital's ACWI Position: Q2 2026 in Review

IEQ Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 3.2% in Q2 2026, buying an estimated $3.76M and bringing the position to 795,286 shares worth $125M. The position accounts for 0.58% of the portfolio, ranked #28.

IEQ Capital first reported a position in ACWI in Q4 2019 and has held it in 27 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • IEQ Capital held 795,286 shares of iShares MSCI ACWI ETF worth $125M as of Q2 2026.
  • IEQ Capital bought 24,603 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $3.76M.
  • iShares MSCI ACWI ETF made up 0.58% of IEQ Capital's portfolio in Q2 2026, its #28 holding.
  • IEQ Capital first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 27 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.