Saranac Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Saranac Partners’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	$241K	Sell	2,500 -12,000	-83%	-$1.72M	0.1%	84
2025 Q4	$2.05M	Hold	14,500	–	–	0.8%	32
2025 Q3	$2M	Buy	14,500 +600	+4%	+$79.7K	0.36%	55
2025 Q2	$1.79M	Sell	13,900 -3,825	-22%	-$459K	0.95%	33
2025 Q1	$2.06M	Sell	17,725 -7,875	-31%	-$944K	1.17%	33
2024 Q4	$3.01M	Buy	+25,600	New	+$3.07M	1.66%	31
2024 Q3	–	Sell	-30,000	Closed	-$3.37M	–	23
2024 Q2	$3.37M	Sell	30,000 -4,650	-13%	-$511K	2%	28
2024 Q1	$3.82M	Hold	34,650	–	–	2.33%	24
2023 Q4	$3.53M	Buy	+34,650	New	+$3.31M	2.33%	21

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Saranac Partners's ACWI Position: Q1 2026 in Review

Saranac Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 83% in Q1 2026, selling an estimated $1.72M and leaving 2,500 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #84.

Saranac Partners first reported a position in ACWI in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.82M in Q1 2024. 802 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Saranac Partners held 2,500 shares of iShares MSCI ACWI ETF worth $241K as of Q1 2026.
Saranac Partners sold 12,000 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $1.72M.
iShares MSCI ACWI ETF made up 0.1% of Saranac Partners's portfolio in Q1 2026, its #84 holding.
Saranac Partners first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 9 quarters since.
Saranac Partners's iShares MSCI ACWI ETF position peaked at $3.82M in Q1 2024.
802 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.