UBS AM’s iShares MSCI ACWI ETF ACWI Stock Holding History

UBS AM’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	$72.7K	Sell	463 -1,296	-74%	-$198K	﹤0.01%	2875
2026 Q1	$243K	Buy	1,759 +1,078	+158%	+$155K	﹤0.01%	2697
2025 Q4	$96.4K	Buy	+681	New	+$95.6K	﹤0.01%	2535
2024 Q4	–	Sell	-14,000	Closed	-$1.67M	–	2656
2024 Q3	$1.67M	Hold	14,000	–	–	﹤0.01%	2140
2024 Q2	$1.57M	Buy	+14,000	New	+$1.54M	﹤0.01%	2126
2022 Q1	–	Sell	-6,850	Closed	-$725K	–	2779
2021 Q4	$725K	Buy	6,850 +3,950	+136%	+$413K	﹤0.01%	2375
2021 Q3	$290K	Buy	+2,900	New	+$298K	﹤0.01%	2626
2015 Q3	–	Sell	-3,600	Closed	-$214K	–	2667
2015 Q2	$214K	Hold	3,600	–	–	﹤0.01%	2556
2015 Q1	$216K	Buy	+3,600	New	+$214K	﹤0.01%	2450
2014 Q1	–	Sell	-5,200	Closed	-$300K	–	2574
2013 Q4	$300K	Hold	5,200	–	–	﹤0.01%	2132
2013 Q3	$280K	Sell	5,200 -5,800	-53%	-$305K	﹤0.01%	2124
2013 Q2	$550K	Buy	+11,000	New	+$569K	﹤0.01%	1668

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

UBS AM's ACWI Position: Q2 2026 in Review

UBS AM reduced its iShares MSCI ACWI ETF (ACWI) stake by 74% in Q2 2026, selling an estimated $198K and leaving 463 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

UBS AM first reported a position in ACWI in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.67M in Q3 2024. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

UBS AM held 463 shares of iShares MSCI ACWI ETF worth $72.7K as of Q2 2026.
UBS AM sold 1,296 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $198K.
iShares MSCI ACWI ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2875 holding.
UBS AM first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 12 quarters since.
UBS AM's iShares MSCI ACWI ETF position peaked at $1.67M in Q3 2024.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.