IC
ACWI icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

IEQ Capital's ACWI Position: Q1 2026 in Review

IEQ Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 12% in Q1 2026, buying an estimated $11.7M and bringing the position to 770,683 shares worth $107M. The position accounts for 0.5% of the portfolio, ranked #31.

IEQ Capital first reported a position in ACWI in Q4 2019 and has held it in 26 quarters since. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • IEQ Capital held 770,683 shares of iShares MSCI ACWI ETF worth $107M as of Q1 2026.
  • IEQ Capital bought 81,577 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $11.7M.
  • iShares MSCI ACWI ETF made up 0.5% of IEQ Capital's portfolio in Q1 2026, its #31 holding.
  • IEQ Capital first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.