Matthew Hamilton Rosenberg’s iShares MSCI ACWI ETF ACWI Stock Holding History

Matthew Hamilton Rosenberg’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	$123K	Hold	786	–	–	0.02%	318
2026 Q1	$109K	Hold	786	–	–	0.02%	312
2025 Q4	$111K	Hold	786	–	–	0.02%	310
2025 Q3	$109K	Hold	786	–	–	0.02%	317
2025 Q2	$101K	Buy	+786	New	+$94.2K	0.02%	326
2021 Q3	–	Sell	-439	Closed	-$44K	–	688
2021 Q2	$44K	Hold	439	–	–	0.02%	376
2021 Q1	$12K	Sell	439 -5	-1%	-$470	0.01%	472
2020 Q4	$40K	Sell	444 -2	-0.4%	-$171	0.03%	353
2020 Q3	$36K	Sell	446 -5	-1%	-$396	0.03%	338
2020 Q2	$33K	Buy	+451	New	+$31.5K	0.03%	353

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

Matthew Hamilton Rosenberg's ACWI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 786 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #318.

Matthew Hamilton Rosenberg first reported a position in ACWI in Q2 2020 and has held it in 10 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Matthew Hamilton Rosenberg held 786 shares of iShares MSCI ACWI ETF worth $123K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #318 holding.
Matthew Hamilton Rosenberg first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 10 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.