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

MTM 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	$106K	Hold	675	–	–	0.03%	268
2026 Q1	$93.4K	Hold	675	–	–	0.03%	266
2025 Q4	$95.5K	Hold	675	–	–	0.03%	264
2025 Q3	$93.3K	Hold	675	–	–	0.03%	273
2025 Q2	$86.8K	Buy	+675	New	+$80.9K	0.03%	280
2022 Q1	–	Sell	-675	Closed	-$71K	–	278
2021 Q4	$71K	Hold	675	–	–	0.03%	221
2021 Q3	$67K	Hold	675	–	–	0.04%	198
2021 Q2	$68K	Hold	675	–	–	0.04%	196
2021 Q1	$64K	Hold	675	–	–	0.04%	190
2020 Q4	$61K	Buy	+675	New	+$57.7K	0.04%	177

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

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

MTM Investment Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 675 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #268.

MTM Investment Management first reported a position in ACWI in Q4 2020 and has held it in 10 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

MTM Investment Management held 675 shares of iShares MSCI ACWI ETF worth $106K as of Q2 2026.
MTM Investment Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.03% of MTM Investment Management's portfolio in Q2 2026, its #268 holding.
MTM Investment Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 10 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.