Port Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Port Capital’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 Q1	$301K	Buy	2,175 +175	+9%	+$25.2K	0.01%	72
2025 Q4	$283K	Hold	2,000	–	–	0.01%	77
2025 Q3	$276K	Hold	2,000	–	–	0.01%	77
2025 Q2	$257K	Hold	2,000	–	–	0.01%	80
2025 Q1	$233K	Hold	2,000	–	–	0.01%	82
2024 Q4	$235K	Hold	2,000	–	–	0.01%	84
2024 Q3	$239K	Hold	2,000	–	–	0.01%	83
2024 Q2	$225K	Hold	2,000	–	–	0.01%	82
2024 Q1	$220K	Hold	2,000	–	–	0.01%	84
2023 Q4	$204K	Buy	+2,000	New	+$191K	0.01%	86
2022 Q1	–	Sell	-2,000	Closed	-$212K	–	73
2021 Q4	$212K	Buy	+2,000	New	+$209K	0.01%	76
2021 Q3	–	Sell	-2,000	Closed	-$202K	–	83
2021 Q2	$202K	Buy	+2,000	New	+$199K	0.01%	81
2019 Q2	–	Sell	-4,000	Closed	-$289K	–	128
2019 Q1	$289K	Sell	4,000 -1,000	-20%	-$69.5K	0.04%	109
2018 Q4	$321K	Buy	5,000 +2,000	+67%	+$137K	0.05%	102
2018 Q3	$223K	Hold	3,000	–	–	0.03%	147
2018 Q2	$213K	Hold	3,000	–	–	0.03%	140
2018 Q1	$215K	Hold	3,000	–	–	0.03%	142
2017 Q4	$216K	Buy	+3,000	New	+$212K	0.03%	146

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Port Capital's ACWI Position: Q1 2026 in Review

Port Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 8.8% in Q1 2026, buying an estimated $25.2K and bringing the position to 2,175 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #72.

Port Capital first reported a position in ACWI in Q4 2017 and has held it in 18 quarters since. The position peaked at $321K in Q4 2018. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Port Capital held 2,175 shares of iShares MSCI ACWI ETF worth $301K as of Q1 2026.
Port Capital bought 175 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $25.2K.
iShares MSCI ACWI ETF made up 0.01% of Port Capital's portfolio in Q1 2026, its #72 holding.
Port Capital first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 18 quarters since.
Port Capital's iShares MSCI ACWI ETF position peaked at $321K in Q4 2018.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.