Robertson Stephens Wealth Management
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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
Q3 		$977K Buy
6,154
+108
+2% +$17.2K 0.02% 322
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Robertson Stephens Wealth Management's ACWI Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 1.8% in Q3 2026, buying an estimated $17.2K and bringing the position to 6,154 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #322.

Robertson Stephens Wealth Management first reported a position in ACWI in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.14M in Q4 2021. 482 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Robertson Stephens Wealth Management held 6,154 shares of iShares MSCI ACWI ETF worth $977K as of Q3 2026.
  • Robertson Stephens Wealth Management bought 108 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $17.2K.
  • iShares MSCI ACWI ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #322 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI ACWI ETF position peaked at $1.14M in Q4 2021.
  • 482 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.