SSA
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SSA Swiss Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

SSA Swiss 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
Q1 		$199K Sell
1,439
-244
-14% -$35.1K 0.09% 71
2025
Q4 		$238K Sell
1,683
-265
-14% -$37.2K 0.11% 68
2025
Q3 		$270K Sell
1,948
-1,207
-38% -$160K 0.13% 72
2025
Q2 		$415K Sell
3,155
-1,037
-25% -$124K 0.2% 61
2025
Q1 		$488K Buy
+4,192
New +$502K 0.25% 63

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 $2.33B AUM 20.04% 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 $1.27B AUM 11.98% 1-Year Est. Return

SSA Swiss Advisors's ACWI Position: Q1 2026 in Review

SSA Swiss Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 14% in Q1 2026, selling an estimated $35.1K and leaving 1,439 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #71.

SSA Swiss Advisors first reported a position in ACWI in Q1 2025 and has held it in 5 quarters since. The position peaked at $488K in Q1 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • SSA Swiss Advisors held 1,439 shares of iShares MSCI ACWI ETF worth $199K as of Q1 2026.
  • SSA Swiss Advisors sold 244 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $35.1K.
  • iShares MSCI ACWI ETF made up 0.09% of SSA Swiss Advisors's portfolio in Q1 2026, its #71 holding.
  • SSA Swiss Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's iShares MSCI ACWI ETF position peaked at $488K in Q1 2025.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.