K.J. Harrison & Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

K.J. Harrison & Partners’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	$858K	Buy	6,202 +1,023	+20%	+$147K	0.14%	144
2025 Q4	$733K	Buy	5,179 +1,044	+25%	+$147K	0.1%	159
2025 Q3	$576K	Buy	4,135 +275	+7%	+$36.5K	0.08%	162
2025 Q2	$496K	Buy	3,860 +1,060	+38%	+$127K	0.08%	150
2025 Q1	$326K	Sell	2,800 -13,045	-82%	-$1.56M	0.06%	152
2024 Q4	$1.86M	Buy	15,845 +2,998	+23%	+$360K	0.29%	92
2024 Q3	$1.54M	Sell	12,847 -22	-0.2%	-$2.52K	0.23%	106
2024 Q2	$1.45M	Buy	12,869 +1,188	+10%	+$131K	0.24%	105
2024 Q1	$1.29M	Buy	11,681 +837	+8%	+$87.9K	0.2%	119
2023 Q4	$1.1M	Buy	+10,844	New	+$1.04M	0.19%	120

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 $2.54B AUM 23.56% 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

K.J. Harrison & Partners's ACWI Position: Q1 2026 in Review

K.J. Harrison & Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 20% in Q1 2026, buying an estimated $147K and bringing the position to 6,202 shares worth $858K. The position accounts for 0.14% of the portfolio, ranked #144.

K.J. Harrison & Partners first reported a position in ACWI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2024. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

K.J. Harrison & Partners held 6,202 shares of iShares MSCI ACWI ETF worth $858K as of Q1 2026.
K.J. Harrison & Partners bought 1,023 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $147K.
iShares MSCI ACWI ETF made up 0.14% of K.J. Harrison & Partners's portfolio in Q1 2026, its #144 holding.
K.J. Harrison & Partners first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 10 quarters since.
K.J. Harrison & Partners's iShares MSCI ACWI ETF position peaked at $1.86M in Q4 2024.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.