Regatta Research & Money Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Regatta Research & Money 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	$522K	Buy	+3,329	New	+$509K	0.49%	45

Other funds holding ACWI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

Regatta Research & Money Management's ACWI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 3,329 shares worth $522K. The stake represents 0.49% of the portfolio and ranks #45 among its holdings.

675 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Regatta Research & Money Management held 3,329 shares of iShares MSCI ACWI ETF worth $522K as of Q2 2026.
iShares MSCI ACWI ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares MSCI ACWI ETF made up 0.49% of Regatta Research & Money Management's portfolio in Q2 2026, its #45 holding.
675 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.