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Richard Bernstein Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Richard Bernstein Advisors’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 		$11.5K Sell
83
-160
-66% -$23K ﹤0.01% 223
2025
Q4 		$34.5K Sell
243
-1
-0.4% -$140 ﹤0.01% 165
2025
Q3 		$34.5K Sell
244
-424
-63% -$56.3K ﹤0.01% 195
2025
Q2 		$86K Buy
668
+227
+51% +$27.2K ﹤0.01% 197
2025
Q1 		$51.4K Buy
441
+414
+1,533% +$49.6K ﹤0.01% 216
2024
Q4 		$3.12K Hold
27
– – ﹤0.01% 216
2024
Q3 		$3.17K Hold
27
– – ﹤0.01% 224
2024
Q2 		$2.98K Hold
27
– – ﹤0.01% 209
2024
Q1 		$2.92K Sell
27
-323
-92% -$33.9K ﹤0.01% 213
2023
Q4 		$35.6K Buy
+350
New +$33.5K ﹤0.01% 204
2023
Q1 		– Sell
-37
Closed -$3.14K – 204
2022
Q4 		$3.14K Sell
37
-8,837
-100% -$744K ﹤0.01% 202
2022
Q3 		$690K Buy
8,874
+5,422
+157% +$468K 0.02% 193
2022
Q2 		$290K Sell
3,452
-4,550
-57% -$414K 0.01% 224
2022
Q1 		$798K Sell
8,002
-7,270
-48% -$724K 0.02% 239
2021
Q4 		$1.61M Buy
+15,272
New +$1.6M 0.03% 220
2021
Q3 		– Sell
-1
Closed – – 291
2021
Q2 		$0 Sell
1
-3,799
-100% -$379K ﹤0.01% 316
2021
Q1 		$361K Buy
3,800
+2,533
+200% +$238K 0.01% 294
2020
Q4 		$115K Buy
1,267
+1,082
+585% +$92.4K ﹤0.01% 277
2020
Q3 		$15K Buy
+185
New +$14.7K ﹤0.01% 241
2019
Q2 		– Sell
-65
Closed -$4K – 222
2019
Q1 		$4K Hold
65
– – ﹤0.01% 246
2018
Q4 		$4K Hold
65
– – ﹤0.01% 325
2018
Q3 		$5K Hold
65
– – ﹤0.01% 343
2018
Q2 		$5K Hold
65
– – ﹤0.01% 327
2018
Q1 		$5K Sell
65
-2,139
-97% -$158K ﹤0.01% 313
2017
Q4 		$159K Buy
2,204
+2,139
+3,291% +$151K 0.01% 308
2017
Q3 		$4K Buy
+65
New +$4.37K ﹤0.01% 197

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Richard Bernstein Advisors's ACWI Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 66% in Q1 2026, selling an estimated $23K and leaving 83 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Richard Bernstein Advisors first reported a position in ACWI in Q3 2017 and has held it in 26 quarters since. The position peaked at $1.61M in Q4 2021. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Richard Bernstein Advisors held 83 shares of iShares MSCI ACWI ETF worth $11.5K as of Q1 2026.
  • Richard Bernstein Advisors sold 160 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $23K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #223 holding.
  • Richard Bernstein Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2017 and has held it in 26 quarters since.
  • Richard Bernstein Advisors's iShares MSCI ACWI ETF position peaked at $1.61M in Q4 2021.
  • 803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.