SW
ACWI icon

SVB Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

SVB Wealth’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 		$14.6M Buy
92,915
+91,292
+5,625% +$13.9M 0.92% 24
2026
Q1 		$225K Sell
1,623
-173
-10% -$24.9K 0.01% 360
2025
Q4 		$254K Sell
1,796
-40
-2% -$5.61K 0.02% 355
2025
Q3 		$254K Sell
1,836
-107
-6% -$14.2K 0.01% 376
2025
Q2 		$250K Buy
+1,943
New +$233K 0.01% 387
2025
Q1 		– Sell
-8,616
Closed -$1.01M – 1519
2024
Q4 		$1.01M Buy
+8,616
New +$1.03M 0.02% 315
2024
Q3 		– Sell
-8,942
Closed -$1.01M – 25
2024
Q2 		$1.01M Sell
8,942
-214
-2% -$23.5K 0.02% 319
2024
Q1 		$1.01M Sell
9,156
-44
-0.5% -$4.62K 0.02% 345
2023
Q4 		$936K Sell
9,200
-4,192
-31% -$401K 0.02% 347
2023
Q3 		$1.24M Sell
13,392
-10,204
-43% -$979K 0.03% 287
2023
Q2 		$2.26M Sell
23,596
-6,835
-22% -$634K 0.04% 222
2023
Q1 		$2.77M Buy
30,431
+3,339
+12% +$298K 0.04% 221
2022
Q4 		$2.3M Sell
27,092
-5,795
-18% -$488K 0.03% 247
2022
Q3 		$2.56M Buy
32,887
+1,300
+4% +$112K 0.04% 224
2022
Q2 		$2.65M Buy
31,587
+5,729
+22% +$521K 0.04% 192
2022
Q1 		$2.58M Sell
25,858
-1,219
-5% -$121K 0.03% 200
2021
Q4 		$2.86M Sell
27,077
-2,385
-8% -$249K 0.05% 183
2021
Q3 		$2.94M Buy
29,462
+11,851
+67% +$1.22M 0.04% 212
2021
Q2 		$1.78M Buy
17,611
+1,052
+6% +$105K 0.02% 274
2021
Q1 		$1.58M Sell
16,559
-2,755
-14% -$259K 0.02% 275
2020
Q4 		$1.75M Buy
19,314
+516
+3% +$44.1K 0.03% 256
2020
Q3 		$1.5M Sell
18,798
-2,559
-12% -$203K 0.02% 244
2020
Q2 		$1.57M Buy
21,357
+21,199
+13,417% +$1.48M 0.03% 222
2020
Q1 		$9K Sell
158
-32,614
-100% -$2.42M ﹤0.01% 547
2019
Q4 		$2.6M Sell
32,772
-3,706
-10% -$283K 0.05% 191
2019
Q3 		$2.69M Sell
36,478
-2,863
-7% -$210K 0.05% 176
2019
Q2 		$2.9M Buy
+39,341
New +$2.87M 0.1% 165

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

SVB Wealth's ACWI Position: Q2 2026 in Review

SVB Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 5,625% in Q2 2026, buying an estimated $13.9M and bringing the position to 92,915 shares worth $14.6M. The position accounts for 0.92% of the portfolio, ranked #24.

SVB Wealth first reported a position in ACWI in Q2 2019 and has held it in 27 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • SVB Wealth held 92,915 shares of iShares MSCI ACWI ETF worth $14.6M as of Q2 2026.
  • SVB Wealth bought 91,292 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $13.9M.
  • iShares MSCI ACWI ETF made up 0.92% of SVB Wealth's portfolio in Q2 2026, its #24 holding.
  • SVB Wealth first reported a position in iShares MSCI ACWI ETF in Q2 2019 and has held it in 27 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.