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 Q2	$1.65M	Buy	10,500 +8,000	+320%	+$1.22M	0.48%	43
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 $1.89T 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

Saranac Partners's ACWI Position: Q2 2026 in Review

Saranac Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 320% in Q2 2026, buying an estimated $1.22M and bringing the position to 10,500 shares worth $1.65M. The position accounts for 0.48% of the portfolio, ranked #43.

Saranac Partners first reported a position in ACWI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.82M in Q1 2024. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Saranac Partners held 10,500 shares of iShares MSCI ACWI ETF worth $1.65M as of Q2 2026.
Saranac Partners bought 8,000 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.22M.
iShares MSCI ACWI ETF made up 0.48% of Saranac Partners's portfolio in Q2 2026, its #43 holding.
Saranac Partners first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 10 quarters since.
Saranac Partners's iShares MSCI ACWI ETF position peaked at $3.82M in Q1 2024.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.