Sand Hill Global Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sand Hill Global 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 Q2	$5.52M	Sell	35,154 -6,892	-16%	-$1.05M	0.17%	70
2026 Q1	$5.82M	Hold	42,046	–	–	0.2%	64
2025 Q4	$5.95M	Hold	42,046	–	–	0.21%	70
2025 Q3	$5.81M	Hold	42,046	–	–	0.2%	69
2025 Q2	$5.41M	Buy	42,046 +2,469	+6%	+$296K	0.2%	73
2025 Q1	$4.61M	Hold	39,577	–	–	0.19%	70
2024 Q4	$4.65M	Hold	39,577	–	–	0.2%	70
2024 Q3	$4.73M	Sell	39,577 -312	-0.8%	-$35.8K	0.2%	73
2024 Q2	$4.48M	Buy	39,889 +844	+2%	+$92.8K	0.2%	69
2024 Q1	$4.3M	Hold	39,045	–	–	0.2%	66
2023 Q4	$3.97M	Sell	39,045 -5,353	-12%	-$512K	0.19%	74
2023 Q3	$4.1M	Sell	44,398 -5,592	-11%	-$537K	0.23%	62
2023 Q2	$4.8M	Buy	49,990 +28,744	+135%	+$2.67M	0.24%	59
2023 Q1	$1.94M	Hold	21,246	–	–	0.1%	82
2022 Q4	$1.8M	Hold	21,246	–	–	0.1%	89
2022 Q3	$1.65M	Sell	21,246 -45	-0.2%	-$3.89K	0.1%	82
2022 Q2	$1.79M	Sell	21,291 -26	-0.1%	-$2.37K	0.1%	85
2022 Q1	$2.13M	Sell	21,317 -265	-1%	-$26.4K	0.12%	78
2021 Q4	$2.28M	Hold	21,582	–	–	0.13%	78
2021 Q3	$2.16M	Buy	+21,582	New	+$2.22M	0.13%	75

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sand Hill Global Advisors's ACWI Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 16% in Q2 2026, selling an estimated $1.05M and leaving 35,154 shares worth $5.52M. The position accounts for 0.17% of the portfolio, ranked #70.

Sand Hill Global Advisors first reported a position in ACWI in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.95M in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Sand Hill Global Advisors held 35,154 shares of iShares MSCI ACWI ETF worth $5.52M as of Q2 2026.
Sand Hill Global Advisors sold 6,892 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.05M.
iShares MSCI ACWI ETF made up 0.17% of Sand Hill Global Advisors's portfolio in Q2 2026, its #70 holding.
Sand Hill Global Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2021 and has held it in 20 quarters since.
Sand Hill Global Advisors's iShares MSCI ACWI ETF position peaked at $5.95M in Q4 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.