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Pinnacle Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pinnacle Associates’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 		$6.72M Buy
42,781
+3,621
+9% +$553K 0.07% 236
2026
Q1 		$5.42M Buy
39,160
+3,128
+9% +$450K 0.07% 248
2025
Q4 		$5.1M Sell
36,032
-1,862
-5% -$261K 0.07% 249
2025
Q3 		$5.24M Buy
37,894
+10,355
+38% +$1.38M 0.07% 242
2025
Q2 		$3.54M Sell
27,539
-4,241
-13% -$508K 0.05% 295
2025
Q1 		$3.7M Sell
31,780
-25
-0.1% -$3K 0.05% 280
2024
Q4 		$3.74M Buy
31,805
+3,883
+14% +$466K 0.05% 278
2024
Q3 		$2.84M Sell
27,922
-149
-0.5% -$17.1K 0.05% 307
2024
Q2 		$3.16M Buy
28,071
+149
+0.5% +$16.4K 0.05% 295
2024
Q1 		$3.08M Hold
27,922
– – 0.05% 305
2023
Q4 		$2.84M Buy
27,922
+4,536
+19% +$434K 0.05% 310
2023
Q3 		$2.16M Buy
23,386
+6,792
+41% +$652K 0.04% 342
2023
Q2 		$1.59M Buy
16,594
+4,100
+33% +$380K 0.03% 395
2023
Q1 		$1.14M Buy
12,494
+4,108
+49% +$366K 0.02% 389
2022
Q4 		$712K Hold
8,386
– – 0.02% 454
2022
Q3 		$653K Buy
+8,386
New +$724K 0.02% 456
2021
Q4 		– Sell
-3,376
Closed -$337K – 791
2021
Q3 		$337K Buy
3,376
+5
+0.1% +$513 0.01% 620
2021
Q2 		$341K Buy
3,371
+970
+40% +$96.7K 0.01% 614
2021
Q1 		$228K Sell
2,401
-55
-2% -$5.17K ﹤0.01% 678
2020
Q4 		$223K Buy
+2,456
New +$210K ﹤0.01% 647

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

Pinnacle Associates's ACWI Position: Q2 2026 in Review

Pinnacle Associates increased its iShares MSCI ACWI ETF (ACWI) stake by 9.2% in Q2 2026, buying an estimated $553K and bringing the position to 42,781 shares worth $6.72M. The position accounts for 0.07% of the portfolio, ranked #236.

Pinnacle Associates first reported a position in ACWI in Q4 2020 and has held it in 20 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Pinnacle Associates held 42,781 shares of iShares MSCI ACWI ETF worth $6.72M as of Q2 2026.
  • Pinnacle Associates bought 3,621 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $553K.
  • iShares MSCI ACWI ETF made up 0.07% of Pinnacle Associates's portfolio in Q2 2026, its #236 holding.
  • Pinnacle Associates first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 20 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.