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New York Life Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

New York Life 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 		$493K Sell
3,140
-67
-2% -$10.2K ﹤0.01% 753
2026
Q1 		$444K Sell
3,207
-800
-20% -$115K ﹤0.01% 760
2025
Q4 		$567K Buy
4,007
+586
+17% +$82.2K ﹤0.01% 704
2025
Q3 		$473K Sell
3,421
-560
-14% -$74.4K ﹤0.01% 775
2025
Q2 		$512K Sell
3,981
-1,577
-28% -$189K ﹤0.01% 759
2025
Q1 		$647K Buy
5,558
+385
+7% +$46.1K 0.01% 735
2024
Q4 		$608K Buy
5,173
+68
+1% +$8.16K 0.01% 763
2024
Q3 		$610K Sell
5,105
-38
-0.7% -$4.35K 0.01% 795
2024
Q2 		$578K Buy
5,143
+333
+7% +$36.6K 0.01% 792
2024
Q1 		$530K Sell
4,810
-290
-6% -$30.5K 0.01% 781
2023
Q4 		$519K Sell
5,100
-1,341
-21% -$128K 0.01% 812
2023
Q3 		$595K Buy
6,441
+1,986
+45% +$191K 0.01% 736
2023
Q2 		$427K Sell
4,455
-1,989
-31% -$185K ﹤0.01% 894
2023
Q1 		$587K Buy
6,444
+1,707
+36% +$152K 0.01% 637
2022
Q4 		$402K Sell
4,737
-1,819
-28% -$153K ﹤0.01% 1042
2022
Q3 		$510K Buy
6,556
+17
+0.3% +$1.47K 0.01% 721
2022
Q2 		$549K Buy
+6,539
New +$595K 0.01% 684

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
PF
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

New York Life Investment Management's ACWI Position: Q2 2026 in Review

New York Life Investment Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.1% in Q2 2026, selling an estimated $10.2K and leaving 3,140 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

New York Life Investment Management first reported a position in ACWI in Q2 2022 and has held it in 17 quarters since. The position peaked at $647K in Q1 2025. 638 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • New York Life Investment Management held 3,140 shares of iShares MSCI ACWI ETF worth $493K as of Q2 2026.
  • New York Life Investment Management sold 67 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $10.2K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of New York Life Investment Management's portfolio in Q2 2026, its #753 holding.
  • New York Life Investment Management first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's iShares MSCI ACWI ETF position peaked at $647K in Q1 2025.
  • 638 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.