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Stonehage Fleming Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stonehage Fleming Financial Services’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 		$6.09M Sell
38,812
-3,652
-9% -$558K 0.21% 31
2026
Q1 		$5.88M Buy
42,464
+30,489
+255% +$4.38M 0.21% 29
2025
Q4 		$1.69M Sell
11,975
-8,360
-41% -$1.17M 0.05% 46
2025
Q3 		$2.81M Buy
20,335
+909
+5% +$121K 0.08% 39
2025
Q2 		$2.5M Buy
19,426
+3,890
+25% +$466K 0.07% 41
2025
Q1 		$1.81M Buy
15,536
+9,267
+148% +$1.11M 0.06% 40
2024
Q4 		$737K Hold
6,269
– – 0.02% 74
2024
Q3 		$749K Hold
6,269
– – 0.02% 73
2024
Q2 		$705K Buy
6,269
+4,027
+180% +$443K 0.02% 71
2024
Q1 		$204K Sell
2,242
-4,027
-64% -$423K 0.01% 94
2023
Q4 		$638K Hold
6,269
– – 0.02% 82
2023
Q3 		$579K Hold
6,269
– – 0.05% 96
2023
Q2 		$601K Buy
6,269
+4,027
+180% +$374K 0.02% 94
2023
Q1 		$204K Sell
2,242
-4,027
-64% -$359K 0.01% 94
2022
Q4 		$532K Hold
6,269
– – 0.04% 68
2022
Q3 		$487K Buy
6,269
+4,027
+180% +$348K 0.04% 78
2022
Q2 		$188K Hold
2,242
– – 0.01% 145
2022
Q1 		$223K Buy
+2,242
New +$223K 0.01% 141
2021
Q3 		– Sell
-4,203
Closed -$425K – 223
2021
Q2 		$425K Hold
4,203
– – 0.01% 118
2021
Q1 		$400K Buy
+4,203
New +$395K 0.01% 122
2020
Q3 		– Sell
-10,024
Closed -$738K – 166
2020
Q2 		$738K Hold
10,024
– – 0.05% 63
2020
Q1 		$627K Hold
10,024
– – 0.03% 79
2019
Q4 		$794K Buy
+10,024
New +$766K 0.03% 80
2018
Q4 		– Sell
-20,217
Closed -$1.5M – 230
2018
Q3 		$1.5M Hold
20,217
– – 0.09% 55
2018
Q2 		$1.44M Hold
20,217
– – 0.07% 59
2018
Q1 		$1.45M Sell
20,217
-2,816
-12% -$207K 0.09% 57
2017
Q4 		$1.66M Buy
23,033
+5,476
+31% +$387K 0.09% 54
2017
Q3 		$1.21M Hold
17,557
– – 0.06% 75
2017
Q2 		$1.15M Sell
17,557
-94,011
-84% -$6.1M 0.07% 73
2017
Q1 		$7.06M Buy
111,568
+95,714
+604% +$5.93M 0.45% 35
2016
Q4 		$939K Buy
15,854
+5,260
+50% +$309K 0.06% 130
2016
Q3 		$626K Hold
10,594
– – 0.04% 136
2016
Q2 		$596K Sell
10,594
-363
-3% -$20.5K 0.04% 132
2016
Q1 		$614K Buy
10,957
+2,890
+36% +$153K 0.04% 127
2015
Q4 		$451K Buy
8,067
+2,818
+54% +$161K 0.04% 65
2015
Q3 		$283K Buy
+5,249
New +$302K 0.03% 78

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

Stonehage Fleming Financial Services's ACWI Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its iShares MSCI ACWI ETF (ACWI) stake by 8.6% in Q2 2026, selling an estimated $558K and leaving 38,812 shares worth $6.09M. The position accounts for 0.21% of the portfolio, ranked #31.

Stonehage Fleming Financial Services first reported a position in ACWI in Q3 2015 and has held it in 36 quarters since. The position peaked at $7.06M in Q1 2017. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Stonehage Fleming Financial Services held 38,812 shares of iShares MSCI ACWI ETF worth $6.09M as of Q2 2026.
  • Stonehage Fleming Financial Services sold 3,652 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $558K.
  • iShares MSCI ACWI ETF made up 0.21% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #31 holding.
  • Stonehage Fleming Financial Services first reported a position in iShares MSCI ACWI ETF in Q3 2015 and has held it in 36 quarters since.
  • Stonehage Fleming Financial Services's iShares MSCI ACWI ETF position peaked at $7.06M in Q1 2017.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.