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Simon Quick Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Simon Quick 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 		$1.4M Buy
8,892
+5
+0.1% +$764 0.06% 173
2026
Q1 		$1.23M Hold
8,887
– – 0.06% 175
2025
Q4 		$1.26M Buy
8,887
+45
+0.5% +$6.32K 0.05% 171
2025
Q3 		$1.22M Hold
8,842
– – 0.06% 177
2025
Q2 		$1.14M Sell
8,842
-1,695
-16% -$203K 0.06% 175
2025
Q1 		$1.23M Sell
10,537
-265
-2% -$31.8K 0.07% 143
2024
Q4 		$1.27M Sell
10,802
-1,958
-15% -$235K 0.08% 120
2024
Q3 		$1.53M Sell
12,760
-400
-3% -$45.8K 0.1% 96
2024
Q2 		$1.48M Sell
13,160
-2,037
-13% -$224K 0.1% 92
2024
Q1 		$1.67M Sell
15,197
-23,111
-60% -$2.43M 0.13% 85
2023
Q4 		$3.9M Sell
38,308
-435
-1% -$41.6K 0.34% 46
2023
Q3 		$3.58M Sell
38,743
-5,184
-12% -$497K 0.34% 48
2023
Q2 		$4.21M Sell
43,927
-2,662
-6% -$247K 0.39% 44
2023
Q1 		$4.25M Buy
46,589
+8,110
+21% +$723K 0.46% 38
2022
Q4 		$3.27M Buy
38,479
+7,718
+25% +$650K 0.39% 44
2022
Q3 		$2.39M Buy
30,761
+13,334
+77% +$1.15M 0.34% 49
2022
Q2 		$1.56M Buy
17,427
+14,909
+592% +$1.36M 0.21% 68
2022
Q1 		$251K Hold
2,518
– – 0.07% 92
2021
Q4 		$266K Sell
2,518
-2,864
-53% -$299K 0.07% 98
2021
Q3 		$537K Buy
5,382
+2,874
+115% +$295K 0.14% 73
2021
Q2 		$253K Buy
2,508
+922
+58% +$91.9K 0.07% 101
2021
Q1 		$150K Buy
+1,586
New +$149K 0.04% 119
2020
Q2 		– Sell
-19
Closed -$1K – 442
2020
Q1 		$1K Sell
19
-1,920
-99% -$142K ﹤0.01% 434
2019
Q4 		$154K Buy
1,939
+22
+1% +$1.68K 0.06% 110
2019
Q3 		$141K Buy
1,917
+19
+1% +$1.39K 0.06% 95
2019
Q2 		$140K Buy
1,898
+16
+0.9% +$1.17K 0.07% 75
2019
Q1 		$136K Buy
1,882
+9
+0.5% +$626 0.06% 95
2018
Q4 		$120K Buy
+1,873
New +$129K 0.04% 102

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Simon Quick Advisors's ACWI Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.06% in Q2 2026, buying an estimated $764 and bringing the position to 8,892 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #173.

Simon Quick Advisors first reported a position in ACWI in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.25M in Q1 2023. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Simon Quick Advisors held 8,892 shares of iShares MSCI ACWI ETF worth $1.4M as of Q2 2026.
  • Simon Quick Advisors bought 5 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $764.
  • iShares MSCI ACWI ETF made up 0.06% of Simon Quick Advisors's portfolio in Q2 2026, its #173 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 28 quarters since.
  • Simon Quick Advisors's iShares MSCI ACWI ETF position peaked at $4.25M in Q1 2023.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.