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Robertson Stephens Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Robertson Stephens Wealth Management’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 		$949K Buy
6,046
+1,355
+29% +$207K 0.02% 329
2026
Q1 		$649K Buy
4,691
+735
+19% +$106K 0.02% 380
2025
Q4 		$560K Buy
3,956
+156
+4% +$21.9K 0.01% 401
2025
Q3 		$525K Buy
3,800
+156
+4% +$20.7K 0.02% 347
2025
Q2 		$469K Buy
3,644
+216
+6% +$25.9K 0.01% 376
2025
Q1 		$399K Buy
3,428
+96
+3% +$11.5K 0.01% 400
2024
Q4 		$392K Buy
3,332
+68
+2% +$8.16K 0.01% 411
2024
Q3 		$390K Sell
3,264
-2,897
-47% -$332K 0.01% 466
2024
Q2 		$693K Buy
6,161
+4,016
+187% +$441K 0.03% 278
2024
Q1 		$236K Buy
+2,145
New +$225K 0.01% 461
2022
Q3 		– Sell
-10,613
Closed -$890K – 359
2022
Q2 		$890K Hold
10,613
– – 0.08% 167
2022
Q1 		$1.06M Sell
10,613
-138
-1% -$13.8K 0.09% 175
2021
Q4 		$1.14M Buy
10,751
+25
+0.2% +$2.61K 0.1% 169
2021
Q3 		$1.07M Buy
10,726
+41
+0.4% +$4.21K 0.12% 113
2021
Q2 		$1.08M Buy
10,685
+1
+0% +$100 0.13% 115
2021
Q1 		$1.02M Buy
+10,684
New +$1M 0.16% 100
2020
Q4 		– Sell
-3,729
Closed -$298K – 246
2020
Q3 		$298K Buy
3,729
+71
+2% +$5.62K 0.07% 175
2020
Q2 		$269K Sell
3,658
-5,715
-61% -$399K 0.08% 153
2020
Q1 		$586K Buy
9,373
+5,745
+158% +$426K 0.2% 94
2019
Q4 		$287K Buy
3,628
+43
+1% +$3.29K 0.14% 87
2019
Q3 		$264K Hold
3,585
– – 0.13% 105
2019
Q2 		$264K Buy
3,585
+44
+1% +$3.21K 0.26% 60
2019
Q1 		$255K Buy
3,541
+2
+0.1% +$139 0.22% 56
2018
Q4 		$227K Buy
+3,539
New +$243K 0.23% 52

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Robertson Stephens Wealth Management's ACWI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 29% in Q2 2026, buying an estimated $207K and bringing the position to 6,046 shares worth $949K. The position accounts for 0.02% of the portfolio, ranked #329.

Robertson Stephens Wealth Management first reported a position in ACWI in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.14M in Q4 2021. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,046 shares of iShares MSCI ACWI ETF worth $949K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,355 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $207K.
  • iShares MSCI ACWI ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI ACWI ETF position peaked at $1.14M in Q4 2021.
  • 350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.