Partners Capital Investment Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.9M Buy
241,678
+18,646
+8% +$2.85M 1.34% 18
2026
Q1
$30.9M Sell
223,032
-65,181
-23% -$9.37M 1.16% 21
2025
Q4
$40.8M Sell
288,213
-117,751
-29% -$16.5M 1.52% 15
2025
Q3
$56.1M Buy
405,964
+20,844
+5% +$2.77M 2.23% 14
2025
Q2
$49.5M Buy
385,120
+128,261
+50% +$15.4M 1.98% 14
2025
Q1
$29.9M Buy
256,859
+163,838
+176% +$19.6M 0.51% 32
2024
Q4
$10.9M Sell
93,021
-166,955
-64% -$20M 0.3% 43
2024
Q3
$31.1M Buy
259,976
+1,564
+0.6% +$179K 0.5% 35
2024
Q2
$29.1M Sell
258,412
-36,502
-12% -$4.01M 0.49% 34
2024
Q1
$32.5M Buy
294,914
+30,620
+12% +$3.22M 0.88% 30
2023
Q4
$26.9M Buy
264,294
+24,550
+10% +$2.35M 0.59% 31
2023
Q3
$22.1M Sell
239,744
-18,019
-7% -$1.73M 0.53% 32
2023
Q2
$24.7M Buy
257,763
+170,563
+196% +$15.8M 0.53% 35
2023
Q1
$7.95M Buy
87,200
+16,558
+23% +$1.48M 0.34% 53
2022
Q4
$6M Buy
70,642
+37,134
+111% +$3.13M 0.29% 71
2022
Q3
$2.61M Hold
33,508
– – 0.15% 80
2022
Q2
$2.81M Sell
33,508
-1,877
-5% -$171K 0.19% 77
2022
Q1
$3.53M Sell
35,385
-47,134
-57% -$4.7M 0.17% 77
2021
Q4
$8.73M Buy
82,519
+36,744
+80% +$3.84M 0.4% 58
2021
Q3
$4.57M Buy
45,775
+6,305
+16% +$647K 0.21% 70
2021
Q2
$3.99M Buy
39,470
+283
+0.7% +$28.2K 0.18% 81
2021
Q1
$3.73M Sell
39,187
-332,063
-89% -$31.2M 0.16% 86
2020
Q4
$33.7M Buy
371,250
+332,365
+855% +$28.4M 0.96% 47
2020
Q3
$3.11M Hold
38,885
– – 0.19% 70
2020
Q2
$2.87M Buy
38,885
+320
+0.8% +$22.3K 0.14% 71
2020
Q1
$2.41M Buy
+38,565
New +$2.86M 0.16% 67
2017
Q2
– Sell
-4,219
Closed -$267K – 56
2017
Q1
$267K Buy
4,219
+1,175
+39% +$72.8K 0.05% 48
2016
Q4
$180K Buy
3,044
+512
+20% +$30.1K 0.04% 53
2016
Q3
$150K Buy
+2,532
New +$148K 0.04% 57

Other funds holding ACWI

Partners Capital Investment Group's ACWI Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares MSCI ACWI ETF (ACWI) stake by 8.4% in Q2 2026, buying an estimated $2.85M and bringing the position to 241,678 shares worth $37.9M. The position accounts for 1.34% of the portfolio, ranked #18.

Partners Capital Investment Group first reported a position in ACWI in Q3 2016 and has held it in 29 quarters since. The position peaked at $56.1M in Q3 2025. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Partners Capital Investment Group held 241,678 shares of iShares MSCI ACWI ETF worth $37.9M as of Q2 2026.
  • Partners Capital Investment Group bought 18,646 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.85M.
  • iShares MSCI ACWI ETF made up 1.34% of Partners Capital Investment Group's portfolio in Q2 2026, its #18 holding.
  • Partners Capital Investment Group first reported a position in iShares MSCI ACWI ETF in Q3 2016 and has held it in 29 quarters since.
  • Partners Capital Investment Group's iShares MSCI ACWI ETF position peaked at $56.1M in Q3 2025.
  • 844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.