Lee Johnson Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lee Johnson Capital 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	$2.89M	Buy	18,424 +3,673	+25%	+$561K	0.9%	33
2026 Q1	$2.04M	Buy	14,751 +6,914	+88%	+$994K	0.73%	27
2025 Q4	$1.11M	Buy	7,837 +105	+1%	+$14.7K	0.38%	52
2025 Q3	$1.07M	Buy	+7,732	New	+$1.03M	0.36%	57
2024 Q3	–	Sell	-341,056	Closed	-$38.3M	–	34
2024 Q2	$38.3M	Buy	+341,056	New	+$37.5M	19.56%	2

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

Lee Johnson Capital Management's ACWI Position: Q2 2026 in Review

Lee Johnson Capital Management increased its iShares MSCI ACWI ETF (ACWI) stake by 25% in Q2 2026, buying an estimated $561K and bringing the position to 18,424 shares worth $2.89M. The position accounts for 0.9% of the portfolio, ranked #33.

Lee Johnson Capital Management first reported a position in ACWI in Q2 2024 and has held it in 5 quarters since. The position peaked at $38.3M in Q2 2024. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Lee Johnson Capital Management held 18,424 shares of iShares MSCI ACWI ETF worth $2.89M as of Q2 2026.
Lee Johnson Capital Management bought 3,673 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $561K.
iShares MSCI ACWI ETF made up 0.9% of Lee Johnson Capital Management's portfolio in Q2 2026, its #33 holding.
Lee Johnson Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 5 quarters since.
Lee Johnson Capital Management's iShares MSCI ACWI ETF position peaked at $38.3M in Q2 2024.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.