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	$2.75M	Buy	+17,500	New	+$2.67M	﹤0.01%	4792
2025 Q3	–	Sell	-112,100	Closed	-$14.4M	–	10285
2025 Q2	$14.4M	Sell	112,100 -10,300	-8%	-$1.23M	﹤0.01%	2716
2025 Q1	$14.2M	Sell	122,400 -5,900	-5%	-$707K	﹤0.01%	2682
2024 Q4	$15.1M	Hold	128,300	–	–	﹤0.01%	2642
2024 Q3	$15.3M	Sell	128,300 -106,400	-45%	-$12.2M	﹤0.01%	2038
2024 Q2	$26.4M	Buy	+234,700	New	+$25.8M	0.01%	1466
2018 Q4	–	Sell	-225,000	Closed	-$16.7M	–	7987
2018 Q3	$16.7M	Buy	225,000 +220,000	+4,400%	+$16.1M	0.01%	1339
2018 Q2	$356K	Buy	+5,000	New	+$363K	﹤0.01%	4567
2017 Q3	–	Sell	-100,000	Closed	-$6.55M	–	7681
2017 Q2	$6.55M	Sell	100,000 -1,000,000	-91%	-$64.9M	﹤0.01%	1887
2017 Q1	$69.6M	Buy	1,100,000 +910,000	+479%	+$56.3M	0.04%	436
2016 Q4	$11.2M	Buy	190,000 +100,000	+111%	+$5.87M	0.01%	1402
2016 Q3	$5.32M	Buy	+90,000	New	+$5.25M	﹤0.01%	1966

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.