Leavell Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Leavell Investment Management’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	$7.72M	Sell	49,150 -1,125	-2%	-$172K	0.28%	90
2026 Q1	$6.96M	Hold	50,275	–	–	0.29%	88
2025 Q4	$7.11M	Hold	50,275	–	–	0.3%	83
2025 Q3	$6.95M	Hold	50,275	–	–	0.29%	78
2025 Q2	$6.47M	Hold	50,275	–	–	0.29%	81
2025 Q1	$5.85M	Hold	50,275	–	–	0.29%	85
2024 Q4	$5.91M	Hold	50,275	–	–	0.29%	83
2024 Q3	$6.01M	Hold	50,275	–	–	0.3%	80
2024 Q2	$5.65M	Sell	50,275 -70	-0.1%	-$7.69K	0.31%	79
2024 Q1	$5.54M	Hold	50,345	–	–	0.32%	80
2023 Q4	$5.12M	Buy	+50,345	New	+$4.82M	0.33%	80

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

Leavell Investment Management's ACWI Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.2% in Q2 2026, selling an estimated $172K and leaving 49,150 shares worth $7.72M. The position accounts for 0.28% of the portfolio, ranked #90.

Leavell Investment Management first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Leavell Investment Management held 49,150 shares of iShares MSCI ACWI ETF worth $7.72M as of Q2 2026.
Leavell Investment Management sold 1,125 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $172K.
iShares MSCI ACWI ETF made up 0.28% of Leavell Investment Management's portfolio in Q2 2026, its #90 holding.
Leavell Investment Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.