Union Bancaire Privee’s iShares MSCI ACWI ETF ACWI Stock Holding History

Union Bancaire Privee’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	$21.2M	Buy	132,531 +96,920	+272%	+$14.8M	0.23%	69
2026 Q1	$5.52M	Buy	35,611 +8,138	+30%	+$1.17M	0.08%	145
2025 Q4	$4.5M	Buy	27,473 +12,553	+84%	+$1.76M	0.05%	161
2025 Q3	$3.39M	Buy	14,920 +3,084	+26%	+$410K	0.05%	157
2025 Q2	$2.3M	Sell	11,836 -27,165	-70%	-$3.26M	0.03%	188
2025 Q1	$4.93M	Sell	39,001 -114,979	-75%	-$13.8M	0.09%	92
2024 Q4	$24.7M	Buy	+153,980	New	+$18.5M	0.43%	45

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

Union Bancaire Privee's ACWI Position: Q2 2026 in Review

Union Bancaire Privee increased its iShares MSCI ACWI ETF (ACWI) stake by 272% in Q2 2026, buying an estimated $14.8M and bringing the position to 132,531 shares worth $21.2M. The position accounts for 0.23% of the portfolio, ranked #69.

Union Bancaire Privee first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.7M in Q4 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Union Bancaire Privee held 132,531 shares of iShares MSCI ACWI ETF worth $21.2M as of Q2 2026.
Union Bancaire Privee bought 96,920 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $14.8M.
iShares MSCI ACWI ETF made up 0.23% of Union Bancaire Privee's portfolio in Q2 2026, its #69 holding.
Union Bancaire Privee first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares MSCI ACWI ETF position peaked at $24.7M in Q4 2024.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.