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

UBS Group’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	$157M	Buy	1,001,500 +971,500	+3,238%	+$148M	0.02%	811
2026 Q1	$4.15M	Buy	+30,000	New	+$4.31M	﹤0.01%	4264
2024 Q4	–	Sell	-1,507,808	Closed	-$180M	–	9873
2024 Q3	$180M	Sell	1,507,808 -347,992	-19%	-$39.9M	0.04%	454
2024 Q2	$209M	Sell	1,855,800 -1,149,500	-38%	-$126M	0.05%	337
2024 Q1	$331M	Buy	3,005,300 +1,000,000	+50%	+$105M	0.08%	241
2023 Q4	$204M	Sell	2,005,300 -6,494,700	-76%	-$621M	0.06%	327
2023 Q3	$785M	Buy	8,500,000 +7,000,000	+467%	+$672M	0.27%	65
2023 Q2	$144M	Sell	1,500,000 -4,250,000	-74%	-$394M	0.05%	368
2023 Q1	$524M	Buy	+5,750,000	New	+$513M	0.19%	110
2022 Q4	–	Sell	-3,500,000	Closed	-$272M	–	10678
2022 Q3	$272M	Buy	+3,500,000	New	+$302M	0.12%	173
2022 Q2	–	Sell	-600,000	Closed	-$59.9M	–	10240
2022 Q1	$59.9M	Sell	600,000 -1,420,000	-70%	-$141M	0.02%	756
2021 Q4	$214M	Buy	2,020,000 +570,000	+39%	+$59.6M	0.06%	326
2021 Q3	$145M	Buy	1,450,000 +250,000	+21%	+$25.7M	0.05%	402
2021 Q2	$121M	Buy	+1,200,000	New	+$120M	0.04%	456
2021 Q1	–	Sell	-650,000	Closed	-$59M	–	8922
2020 Q4	$59M	Buy	+650,000	New	+$55.5M	0.02%	707
2019 Q1	–	Sell	-225,000	Closed	-$14.4M	–	7681
2018 Q4	$14.4M	Hold	225,000	–	–	0.01%	1309
2018 Q3	$16.7M	Sell	225,000 -542,500	-71%	-$39.7M	0.01%	1338
2018 Q2	$54.6M	Buy	767,500 +759,900	+9,999%	+$55.1M	0.02%	615
2018 Q1	$545K	Buy	7,600 +4,900	+181%	+$361K	﹤0.01%	4143
2017 Q4	$195K	Buy	+2,700	New	+$191K	﹤0.01%	4916
2017 Q2	–	Sell	-1,100,000	Closed	-$69.6M	–	7618
2017 Q1	$69.6M	Buy	1,100,000 +1,000,000	+1,000%	+$61.9M	0.04%	435
2016 Q4	$5.92M	Buy	100,000 +10,000	+11%	+$587K	﹤0.01%	1947
2016 Q3	$5.32M	Buy	90,000 +72,500	+414%	+$4.23M	﹤0.01%	1965
2016 Q2	$984K	Buy	+17,500	New	+$988K	﹤0.01%	3391
2015 Q3	–	Sell	-1,100	Closed	-$65K	–	8366
2015 Q2	$65K	Buy	+1,100	New	+$67.9K	﹤0.01%	5764

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 Group's ACWI Position: Q2 2026 in Review

UBS Group increased its iShares MSCI ACWI ETF (ACWI) stake by 2.5% in Q2 2026, buying an estimated $4.44M and bringing the position to 1,178,489 shares worth $185M. The position accounts for 0.02% of the portfolio, ranked #716.

UBS Group first reported a position in ACWI in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.12B in Q2 2021. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

UBS Group held 1,178,489 shares of iShares MSCI ACWI ETF worth $185M as of Q2 2026.
UBS Group bought 29,030 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.44M.
iShares MSCI ACWI ETF made up 0.02% of UBS Group's portfolio in Q2 2026, its #716 holding.
UBS Group first reported a position in iShares MSCI ACWI ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares MSCI ACWI ETF position peaked at $1.12B in Q2 2021.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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