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Vista Capital Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Vista Capital Partners’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 		$224K Sell
1,426
-106
-7% -$16.2K 0.02% 156
2026
Q1 		$212K Sell
1,532
-65
-4% -$9.34K 0.02% 150
2025
Q4 		$226K Sell
1,597
-81
-5% -$11.4K 0.02% 139
2025
Q3 		$232K Sell
1,678
-135
-7% -$17.9K 0.02% 123
2025
Q2 		$233K Hold
1,813
– – 0.03% 110
2025
Q1 		$211K Sell
1,813
-95
-5% -$11.4K 0.03% 107
2024
Q4 		$224K Sell
1,908
-169
-8% -$20.3K 0.03% 107
2024
Q3 		$248K Hold
2,077
– – 0.03% 90
2024
Q2 		$233K Hold
2,077
– – 0.03% 83
2024
Q1 		$229K Hold
2,077
– – 0.03% 85
2023
Q4 		$211K Buy
+2,077
New +$199K 0.03% 83
2022
Q2 		– Sell
-2,077
Closed -$207K – 83
2022
Q1 		$207K Hold
2,077
– – 0.03% 86
2021
Q4 		$220K Hold
2,077
– – 0.03% 87
2021
Q3 		$208K Hold
2,077
– – 0.03% 72
2021
Q2 		$210K Buy
+2,077
New +$207K 0.03% 69
2019
Q1 		– Sell
-3,207
Closed -$205K – 54
2018
Q4 		$205K Sell
3,207
-120
-4% -$8.24K 0.05% 51
2018
Q3 		$247K Hold
3,327
– – 0.05% 49
2018
Q2 		$236K Sell
3,327
-9
-0.3% -$653 0.05% 47
2018
Q1 		$239K Sell
3,336
-792
-19% -$58.3K 0.05% 47
2017
Q4 		$240K Buy
4,128
+331
+9% +$23.4K 0.05% 46
2017
Q3 		$261K Buy
3,797
+450
+13% +$30.3K 0.06% 43
2017
Q2 		$219K Hold
3,347
– – 0.06% 49
2017
Q1 		$212K Sell
3,347
-914
-21% -$56.6K 0.06% 47
2016
Q4 		$252K Hold
4,261
– – 0.07% 45
2016
Q3 		$252K Hold
4,261
– – 0.07% 42
2016
Q2 		$240K Hold
4,261
– – 0.07% 35
2016
Q1 		$239K Hold
4,261
– – 0.07% 35
2015
Q4 		$238K Sell
4,261
-24
-0.6% -$1.37K 0.07% 41
2015
Q3 		$231K Hold
4,285
– – 0.08% 40
2015
Q2 		$255K Buy
+4,285
New +$265K 0.08% 39

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

Vista Capital Partners's ACWI Position: Q2 2026 in Review

Vista Capital Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 6.9% in Q2 2026, selling an estimated $16.2K and leaving 1,426 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #156.

Vista Capital Partners first reported a position in ACWI in Q2 2015 and has held it in 30 quarters since. The position peaked at $261K in Q3 2017. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Vista Capital Partners held 1,426 shares of iShares MSCI ACWI ETF worth $224K as of Q2 2026.
  • Vista Capital Partners sold 106 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $16.2K.
  • iShares MSCI ACWI ETF made up 0.02% of Vista Capital Partners's portfolio in Q2 2026, its #156 holding.
  • Vista Capital Partners first reported a position in iShares MSCI ACWI ETF in Q2 2015 and has held it in 30 quarters since.
  • Vista Capital Partners's iShares MSCI ACWI ETF position peaked at $261K in Q3 2017.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.