SCM
ACWI icon

SCS Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

SCS Capital 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
Q1 		$5.09M Sell
36,813
-1,936
-5% -$278K 0.05% 144
2025
Q4 		$5.48M Sell
38,749
-4,832
-11% -$678K 0.06% 143
2025
Q3 		$6.02M Sell
43,581
-63
-0.1% -$8.37K 0.07% 140
2025
Q2 		$5.61M Buy
43,644
+17,552
+67% +$2.1M 0.06% 152
2025
Q1 		$3.04M Buy
26,092
+19,938
+324% +$2.39M 0.04% 160
2024
Q4 		$723K Buy
6,154
+53
+0.9% +$6.36K 0.01% 65
2024
Q3 		$729K Hold
6,101
– – 0.01% 66
2024
Q2 		$686K Buy
6,101
+1,463
+32% +$161K 0.01% 66
2024
Q1 		$511K Hold
4,638
– – 0.01% 68
2023
Q4 		$472K Buy
4,638
+1
+0% +$96 0.01% 64
2023
Q3 		$428K Sell
4,637
-1,417
-23% -$136K 0.01% 57
2023
Q2 		$581K Buy
6,054
+3,222
+114% +$299K 0.01% 56
2023
Q1 		$258K Sell
2,832
-82,380
-97% -$7.35M 0.01% 57
2022
Q4 		$7.23M Buy
85,212
+17
+0% +$1.43K 0.21% 34
2022
Q3 		$6.63M Sell
85,195
-10,452
-11% -$903K 0.2% 34
2022
Q2 		$8.02M Buy
95,647
+11,317
+13% +$1.03M 0.22% 38
2022
Q1 		$8.41M Buy
84,330
+80,902
+2,360% +$8.06M 0.19% 35
2021
Q4 		$363K Sell
3,428
-56,815
-94% -$5.94M 0.01% 46
2021
Q3 		$6.02M Sell
60,243
-335,404
-85% -$34.4M 0.13% 35
2021
Q2 		$40M Sell
395,647
-128,573
-25% -$12.8M 0.75% 18
2021
Q1 		$49.9M Buy
524,220
+501,021
+2,160% +$47.1M 0.95% 17
2020
Q4 		$2.1M Buy
+23,199
New +$1.98M 0.04% 34

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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

SCS Capital Management's ACWI Position: Q1 2026 in Review

SCS Capital Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 5% in Q1 2026, selling an estimated $278K and leaving 36,813 shares worth $5.09M. The position accounts for 0.05% of the portfolio, ranked #144.

SCS Capital Management first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. The position peaked at $49.9M in Q1 2021. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • SCS Capital Management held 36,813 shares of iShares MSCI ACWI ETF worth $5.09M as of Q1 2026.
  • SCS Capital Management sold 1,936 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $278K.
  • iShares MSCI ACWI ETF made up 0.05% of SCS Capital Management's portfolio in Q1 2026, its #144 holding.
  • SCS Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
  • SCS Capital Management's iShares MSCI ACWI ETF position peaked at $49.9M in Q1 2021.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.