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Patten Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Patten Group’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 		$1.16M Sell
7,391
-557
-7% -$85.1K 0.18% 140
2026
Q1 		$1.1M Buy
7,948
+74
+0.9% +$10.6K 0.19% 134
2025
Q4 		$1.11M Buy
7,874
+162
+2% +$22.7K 0.21% 130
2025
Q3 		$1.07M Buy
7,712
+4
+0.1% +$531 0.21% 129
2025
Q2 		$991K Buy
7,708
+385
+5% +$46.2K 0.21% 133
2025
Q1 		$852K Buy
7,323
+112
+2% +$13.4K 0.2% 138
2024
Q4 		$847K Buy
7,211
+8
+0.1% +$960 0.19% 139
2024
Q3 		$861K Buy
7,203
+1,195
+20% +$137K 0.19% 140
2024
Q2 		$675K Hold
6,008
– – 0.16% 151
2024
Q1 		$662K Hold
6,008
– – 0.16% 150
2023
Q4 		$611K Buy
6,008
+1,971
+49% +$189K 0.17% 146
2023
Q3 		$373K Hold
4,037
– – 0.11% 174
2023
Q2 		$387K Buy
4,037
+521
+15% +$48.4K 0.06% 176
2023
Q1 		$321K Buy
3,516
+466
+15% +$41.6K 0.1% 192
2022
Q4 		$259K Hold
3,050
– – 0.08% 211
2022
Q3 		$241K Hold
3,050
– – 0.08% 216
2022
Q2 		$261K Hold
3,050
– – 0.08% 211
2022
Q1 		$304K Buy
+3,050
New +$304K 0.09% 205

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Patten Group's ACWI Position: Q2 2026 in Review

Patten Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 7% in Q2 2026, selling an estimated $85.1K and leaving 7,391 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #140.

Patten Group first reported a position in ACWI in Q1 2022 and has held it in 18 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Patten Group held 7,391 shares of iShares MSCI ACWI ETF worth $1.16M as of Q2 2026.
  • Patten Group sold 557 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $85.1K.
  • iShares MSCI ACWI ETF made up 0.18% of Patten Group's portfolio in Q2 2026, its #140 holding.
  • Patten Group first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 18 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.