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Montecito Bank & Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

Montecito Bank & Trust’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 		$1.5M Buy
9,567
+262
+3% +$40K 0.22% 100
2026
Q1 		$1.29M Buy
9,305
+245
+3% +$35.2K 0.21% 109
2025
Q4 		$1.28M Hold
9,060
– – 0.2% 106
2025
Q3 		$1.25M Buy
+9,060
New +$1.2M 0.19% 118
2025
Q1 		$1.11M Sell
9,540
-993
-9% -$119K 0.2% 122
2024
Q4 		$1.24M Hold
10,533
– – 0.21% 105
2024
Q3 		$1.26M Sell
10,533
-435
-4% -$49.8K 0.21% 109
2024
Q2 		$1.23M Hold
10,968
– – 0.25% 93
2024
Q1 		$1.21M Hold
10,968
– – 0.24% 98
2023
Q4 		$1.12M Sell
10,968
-150
-1% -$14.3K 0.24% 104
2023
Q3 		$1.03M Hold
11,118
– – 0.24% 105
2023
Q2 		$1.07M Hold
11,118
– – 0.24% 109
2023
Q1 		$1.01M Hold
11,118
– – 0.24% 105
2022
Q4 		$944K Hold
11,118
– – 0.23% 110
2022
Q3 		$865K Buy
11,118
+838
+8% +$72.4K 0.23% 108
2022
Q2 		$862K Sell
10,280
-825
-7% -$75.1K 0.2% 112
2022
Q1 		$1.11M Buy
11,105
+1,738
+19% +$173K 0.21% 107
2021
Q4 		$991K Buy
9,367
+133
+1% +$13.9K 0.18% 123
2021
Q3 		$923K Sell
9,234
-251
-3% -$25.8K 0.18% 118
2021
Q2 		$960K Hold
9,485
– – 0.18% 115
2021
Q1 		$902K Sell
9,485
-830
-8% -$78K 0.19% 114
2020
Q4 		$936K Hold
10,315
– – 0.21% 99
2020
Q3 		$824K Sell
10,315
-2
-0% -$158 0.21% 98
2020
Q2 		$761K Buy
10,317
+477
+5% +$33.3K 0.21% 95
2020
Q1 		$616K Sell
9,840
-280
-3% -$20.7K 0.2% 102
2019
Q4 		$802K Buy
10,120
+192
+2% +$14.7K 0.22% 92
2019
Q3 		$732K Buy
9,928
+364
+4% +$26.7K 0.22% 95
2019
Q2 		$705K Buy
9,564
+214
+2% +$15.6K 0.21% 103
2019
Q1 		$675K Hold
9,350
– – 0.21% 103
2018
Q4 		$600K Sell
9,350
-39
-0.4% -$2.68K 0.21% 104
2018
Q3 		$697K Buy
9,389
+252
+3% +$18.4K 0.21% 104
2018
Q2 		$650K Buy
+9,137
New +$663K 0.21% 90

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Montecito Bank & Trust's ACWI Position: Q2 2026 in Review

Montecito Bank & Trust increased its iShares MSCI ACWI ETF (ACWI) stake by 2.8% in Q2 2026, buying an estimated $40K and bringing the position to 9,567 shares worth $1.5M. The position accounts for 0.22% of the portfolio, ranked #100.

Montecito Bank & Trust first reported a position in ACWI in Q2 2018 and has held it in 32 quarters since. 137 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Montecito Bank & Trust held 9,567 shares of iShares MSCI ACWI ETF worth $1.5M as of Q2 2026.
  • Montecito Bank & Trust bought 262 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $40K.
  • iShares MSCI ACWI ETF made up 0.22% of Montecito Bank & Trust's portfolio in Q2 2026, its #100 holding.
  • Montecito Bank & Trust first reported a position in iShares MSCI ACWI ETF in Q2 2018 and has held it in 32 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.