Kovitz Investment Group Partners
ACWI icon

Kovitz Investment Group Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-92,706
Closed -$12.8M – 480
2025
Q3 		$12.8M Buy
92,706
+11,214
+14% +$1.49M 0.05% 282
2025
Q2 		$10.5M Buy
81,492
+89
+0.1% +$10.7K 0.04% 301
2025
Q1 		$9.47M Sell
81,403
-2,165
-3% -$259K 0.05% 281
2024
Q4 		$9.82M Sell
83,568
-5,670
-6% -$680K 0.05% 270
2024
Q3 		$10.6M Buy
89,238
+25,921
+41% +$2.97M 0.08% 215
2024
Q2 		$7.12M Buy
63,317
+242
+0.4% +$26.6K 0.06% 230
2024
Q1 		$6.95M Sell
63,075
-10,272
-14% -$1.08M 0.09% 167
2023
Q4 		$7.46M Sell
73,347
-10
-0% -$957 0.12% 98
2023
Q3 		$6.78M Sell
73,357
-190
-0.3% -$18.2K 0.12% 100
2023
Q2 		$7.06M Sell
73,547
-157
-0.2% -$14.6K 0.1% 100
2023
Q1 		$6.72M Sell
73,704
-37
-0.1% -$3.3K 0.12% 112
2022
Q4 		$6.26M Sell
73,741
-50
-0.1% -$4.21K 0.12% 116
2022
Q3 		$5.74M Sell
73,791
-1
-0% -$86 0.13% 112
2022
Q2 		$6.19M Sell
73,792
-407
-0.5% -$37K 0.14% 116
2022
Q1 		$7.4M Sell
74,199
-11,063
-13% -$1.1M 0.14% 106
2021
Q4 		$7.74M Buy
85,262
+2,228
+3% +$233K 0.18% 83
2021
Q3 		$8.3M Sell
83,034
-595
-0.7% -$61.1K 0.17% 92
2021
Q2 		$8.46M Sell
83,629
-1,065
-1% -$106K 0.17% 93
2021
Q1 		$8.06M Sell
84,694
-568
-0.7% -$53.4K 0.19% 86
2020
Q4 		$7.74M Sell
85,262
-700
-0.8% -$59.8K 0.19% 81
2020
Q3 		$6.87M Sell
85,962
-340
-0.4% -$26.9K 0.19% 84
2020
Q2 		$6.36M Buy
86,302
+750
+0.9% +$52.3K 0.2% 84
2020
Q1 		$5.35M Sell
85,552
-205
-0.2% -$15.2K 0.19% 86
2019
Q4 		$6.8M Buy
85,757
+8,535
+11% +$653K 0.2% 84
2019
Q3 		$5.7M Buy
77,222
+69,830
+945% +$5.12M 0.18% 94
2019
Q2 		$545K Sell
7,392
-666
-8% -$48.6K 0.02% 306
2019
Q1 		$582K Buy
+8,058
New +$560K 0.02% 310

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kovitz Investment Group Partners's ACWI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 92,706 shares — an estimated $12.8M sold.

Kovitz Investment Group Partners first reported a position in ACWI in Q1 2019 and held it in 27 quarters. The position peaked at $12.8M in Q3 2025. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 92,706 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $12.8M.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's iShares MSCI ACWI ETF position peaked at $12.8M in Q3 2025.
  • 811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.