Weil Company’s iShares MSCI ACWI ETF ACWI Stock Holding History

Weil Company’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 Q1	$303K	Sell	2,192 -70	-3%	-$10.1K	0.07%	97
2025 Q4	$320K	Sell	2,262 -36	-2%	-$5.05K	0.07%	95
2025 Q3	$318K	Hold	2,298	–	–	0.08%	97
2025 Q2	$296K	Hold	2,298	–	–	0.08%	95
2025 Q1	$267K	Sell	2,298 -347	-13%	-$41.6K	0.08%	90
2024 Q4	$311K	Hold	2,645	–	–	0.11%	92
2024 Q3	$316K	Hold	2,645	–	–	0.1%	128
2024 Q2	$297K	Hold	2,645	–	–	0.11%	125
2024 Q1	$291K	Sell	2,645 -245	-8%	-$25.7K	0.12%	125
2023 Q4	$294K	Sell	2,890 -254	-8%	-$24.3K	0.13%	112
2023 Q3	$290K	Hold	3,144	–	–	0.14%	105
2023 Q2	$302K	Sell	3,144 -710	-18%	-$65.9K	0.13%	117
2023 Q1	$351K	Sell	3,854 -16,682	-81%	-$1.49M	0.16%	102
2022 Q4	$1.74M	Buy	+20,536	New	+$1.73M	0.79%	37

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Weil Company's ACWI Position: Q1 2026 in Review

Weil Company reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.1% in Q1 2026, selling an estimated $10.1K and leaving 2,192 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #97.

Weil Company first reported a position in ACWI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.74M in Q4 2022. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Weil Company held 2,192 shares of iShares MSCI ACWI ETF worth $303K as of Q1 2026.
Weil Company sold 70 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $10.1K.
iShares MSCI ACWI ETF made up 0.07% of Weil Company's portfolio in Q1 2026, its #97 holding.
Weil Company first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 14 quarters since.
Weil Company's iShares MSCI ACWI ETF position peaked at $1.74M in Q4 2022.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.