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

Lavaca 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	$48.8K	Buy	+311	New	+$47.5K	﹤0.01%	212
2021 Q1	–	Sell	-3,336	Closed	-$303K	–	138
2020 Q4	$303K	Sell	3,336 -4,703	-59%	-$402K	0.04%	89
2020 Q3	$642K	Buy	+8,039	New	+$637K	0.1%	58
2019 Q2	–	Sell	-288	Closed	-$21K	–	95
2019 Q1	$21K	Hold	288	–	–	0.02%	210
2018 Q4	$18K	Buy	+288	New	+$19.8K	0.02%	194

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

Lavaca Capital's ACWI Position: Q2 2026 in Review

Lavaca Capital opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 311 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Lavaca Capital previously reported a position in ACWI as recently as Q4 2020.

Lavaca Capital first reported a position in ACWI in Q4 2018 and has held it in 5 quarters since. The position peaked at $642K in Q3 2020. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Lavaca Capital held 311 shares of iShares MSCI ACWI ETF worth $48.8K as of Q2 2026.
iShares MSCI ACWI ETF was a new Lavaca Capital position in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #212 holding.
Lavaca Capital first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 5 quarters since.
Lavaca Capital's iShares MSCI ACWI ETF position peaked at $642K in Q3 2020.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.