Savant Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Savant Capital’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	$2.76M	Buy	17,555 +680	+4%	+$104K	0.01%	526
2026 Q1	$2.34M	Sell	16,875 -132	-0.8%	-$19K	0.01%	390
2025 Q4	$2.41M	Sell	17,007 -291	-2%	-$40.8K	0.01%	374
2025 Q3	$2.39M	Buy	17,298 +566	+3%	+$75.2K	0.01%	362
2025 Q2	$2.15M	Hold	16,732	–	–	0.02%	351
2025 Q1	$1.95M	Buy	16,732 +10,744	+179%	+$1.29M	0.02%	337
2024 Q4	$704K	Sell	5,988 -973	-14%	-$117K	0.01%	778
2024 Q3	$832K	Buy	6,961 +69	+1%	+$7.91K	0.01%	707
2024 Q2	$775K	Buy	6,892 +973	+16%	+$107K	0.01%	663
2024 Q1	$652K	Sell	5,919 -69	-1%	-$7.25K	0.01%	662
2023 Q4	$609K	Buy	5,988 +69	+1%	+$6.6K	0.01%	519
2023 Q3	$547K	Sell	5,919 -13	-0.2%	-$1.25K	0.01%	501
2023 Q2	$569K	Hold	5,932	–	–	0.01%	484
2023 Q1	$541K	Buy	+5,932	New	+$529K	0.01%	442
2015 Q2	–	Sell	-11,379	Closed	-$683K	–	211
2015 Q1	$683K	Buy	+11,379	New	+$676K	0.24%	78

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

Savant Capital's ACWI Position: Q2 2026 in Review

Savant Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 4% in Q2 2026, buying an estimated $104K and bringing the position to 17,555 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #526.

Savant Capital first reported a position in ACWI in Q1 2015 and has held it in 15 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Savant Capital held 17,555 shares of iShares MSCI ACWI ETF worth $2.76M as of Q2 2026.
Savant Capital bought 680 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $104K.
iShares MSCI ACWI ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #526 holding.
Savant Capital first reported a position in iShares MSCI ACWI ETF in Q1 2015 and has held it in 15 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.