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Regatta Capital Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Regatta Capital 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 		$666K Buy
4,240
+1
+0% +$153 0.09% 124
2026
Q1 		$587K Buy
4,239
+10
+0.2% +$1.44K 0.09% 125
2025
Q4 		$598K Sell
4,229
-20
-0.5% -$2.81K 0.09% 127
2025
Q3 		$587K Hold
4,249
– – 0.09% 130
2025
Q2 		$546K Buy
4,249
+51
+1% +$6.12K 0.09% 130
2025
Q1 		$489K Hold
4,198
– – 0.09% 124
2024
Q4 		$493K Sell
4,198
-57
-1% -$6.84K 0.1% 120
2024
Q3 		$509K Sell
4,255
-116
-3% -$13.3K 0.1% 119
2024
Q2 		$491K Buy
4,371
+2
+0% +$220 0.11% 117
2024
Q1 		$481K Hold
4,369
– – 0.11% 119
2023
Q4 		$445K Buy
4,369
+1
+0% +$96 0.12% 113
2023
Q3 		$403K Sell
4,368
-186
-4% -$17.8K 0.13% 115
2023
Q2 		$437K Sell
4,554
-277
-6% -$25.7K 0.14% 113
2023
Q1 		$410K Hold
4,831
– – 0.15% 115
2022
Q4 		$410K Sell
4,831
-366
-7% -$30.8K 0.15% 115
2022
Q3 		$436K Buy
5,197
+2,619
+102% +$226K 0.18% 104
2022
Q2 		$216K Sell
2,578
-2,462
-49% -$224K 0.1% 143
2022
Q1 		$503K Sell
5,040
-169
-3% -$16.8K 0.17% 100
2021
Q4 		$551K Buy
+5,209
New +$544K 0.19% 96

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

Regatta Capital Group's ACWI Position: Q2 2026 in Review

Regatta Capital Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.02% in Q2 2026, buying an estimated $153 and bringing the position to 4,240 shares worth $666K. The position accounts for 0.09% of the portfolio, ranked #124.

Regatta Capital Group first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Regatta Capital Group held 4,240 shares of iShares MSCI ACWI ETF worth $666K as of Q2 2026.
  • Regatta Capital Group bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up 0.09% of Regatta Capital Group's portfolio in Q2 2026, its #124 holding.
  • Regatta Capital Group first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.