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Summit Trail Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Summit Trail 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 		$2.09M Buy
15,084
+970
+7% +$139K 0.03% 491
2025
Q4 		$2M Sell
14,114
-619
-4% -$86.9K 0.03% 404
2025
Q3 		$2.04M Hold
14,733
– – 0.03% 436
2025
Q2 		$1.89M Buy
+14,733
New +$1.77M 0.03% 280
2024
Q4 		– Sell
-16,231
Closed -$1.94M – 395
2024
Q3 		$1.94M Buy
16,231
+1,465
+10% +$168K 0.05% 163
2024
Q2 		$1.66M Sell
14,766
-337
-2% -$37K 0.04% 165
2024
Q1 		$1.66M Buy
15,103
+14
+0.1% +$1.47K 0.04% 150
2023
Q4 		$1.54M Buy
15,089
+246
+2% +$23.5K 0.05% 122
2023
Q3 		$1.37M Buy
14,843
+66
+0.4% +$6.33K 0.05% 123
2023
Q2 		$1.42M Buy
14,777
+193
+1% +$17.9K 0.05% 127
2023
Q1 		$1.33M Buy
14,584
+974
+7% +$86.9K 0.05% 105
2022
Q4 		$1.16M Buy
13,610
+322
+2% +$27.1K 0.05% 106
2022
Q3 		$1.03M Buy
13,288
+13
+0.1% +$1.12K 0.06% 110
2022
Q2 		$1.11M Buy
13,275
+19
+0.1% +$1.73K 0.07% 114
2022
Q1 		$1.32M Sell
13,256
-788
-6% -$78.5K 0.11% 87
2021
Q4 		$1.49M Sell
14,044
-147
-1% -$15.4K 0.1% 106
2021
Q3 		$1.42M Buy
14,191
+966
+7% +$99.2K 0.11% 94
2021
Q2 		$1.34M Buy
13,225
+354
+3% +$35.3K 0.12% 86
2021
Q1 		$1.23M Buy
12,871
+4
+0% +$376 0.13% 74
2020
Q4 		$1.17M Buy
12,867
+14
+0.1% +$1.2K 0.15% 69
2020
Q3 		$1.09M Buy
12,853
+509
+4% +$40.3K 0.21% 55
2020
Q2 		$910K Buy
12,344
+910
+8% +$63.5K 0.17% 58
2020
Q1 		$715K Buy
+11,434
New +$847K 0.19% 55
2019
Q4 		– Sell
-10,765
Closed -$794K – 75
2019
Q3 		$794K Buy
10,765
+24
+0.2% +$1.76K 0.28% 34
2019
Q2 		$792K Buy
10,741
+467
+5% +$34.1K 0.35% 32
2019
Q1 		$741K Buy
+10,274
New +$714K 0.32% 34
2018
Q2 		– Sell
-11,934
Closed -$689K – 481
2018
Q1 		$689K Buy
11,934
+2,442
+26% +$180K 0.12% 169
2017
Q4 		$726K Buy
+9,492
New +$671K 0.09% 181

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

Summit Trail Advisors's ACWI Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 6.9% in Q1 2026, buying an estimated $139K and bringing the position to 15,084 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #491.

Summit Trail Advisors first reported a position in ACWI in Q4 2017 and has held it in 28 quarters since. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Summit Trail Advisors held 15,084 shares of iShares MSCI ACWI ETF worth $2.09M as of Q1 2026.
  • Summit Trail Advisors bought 970 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $139K.
  • iShares MSCI ACWI ETF made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #491 holding.
  • Summit Trail Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 28 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.