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WestEnd Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

WestEnd Advisors’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 		$9.49M Buy
68,550
+57,474
+519% +$8.26M 0.23% 42
2025
Q4 		$1.57M Buy
11,076
+313
+3% +$43.9K 0.04% 43
2025
Q3 		$1.49M Sell
10,763
-746
-6% -$99.1K 0.03% 41
2025
Q2 		$1.48M Sell
11,509
-80,914
-88% -$9.7M 0.04% 40
2025
Q1 		$10.8M Buy
92,423
+4,717
+5% +$565K 0.29% 39
2024
Q4 		$10.3M Buy
87,706
+80,786
+1,167% +$9.69M 0.26% 41
2024
Q3 		$827K Buy
6,920
+26
+0.4% +$2.98K 0.02% 42
2024
Q2 		$775K Sell
6,894
-14,948
-68% -$1.64M 0.02% 41
2024
Q1 		$2.41M Sell
21,842
-152,914
-88% -$16.1M 0.06% 39
2023
Q4 		$17.8M Buy
174,756
+146,302
+514% +$14M 0.49% 39
2023
Q3 		$2.63M Buy
28,454
+22,274
+360% +$2.14M 0.08% 40
2023
Q2 		$593K Buy
+6,180
New +$574K 0.02% 40
2023
Q1 		– Sell
-265,249
Closed -$23.7M – 37
2022
Q4 		$22.5M Buy
265,249
+157,391
+146% +$13.2M 0.74% 32
2022
Q3 		$8.39M Sell
107,858
-12,425
-10% -$1.07M 0.28% 39
2022
Q2 		$10.1M Buy
+120,283
New +$10.9M 0.32% 40
2022
Q1 		– Sell
-89,977
Closed -$8.96M – 40
2021
Q4 		$9.52M Buy
+89,977
New +$9.4M 0.26% 38
2021
Q3 		– Hold
0
– – – 40
2021
Q2 		– Sell
-417
Closed -$41.6K – 43
2021
Q1 		$39.7K Sell
417
-450
-52% -$42.3K ﹤0.01% 43
2020
Q4 		$78.7K Buy
867
+56
+7% +$4.78K ﹤0.01% 45
2020
Q3 		$64.8K Sell
811
-574
-41% -$45.5K ﹤0.01% 45
2020
Q2 		$102K Sell
1,385
-20,526
-94% -$1.43M 0.01% 41
2020
Q1 		$1.37M Buy
21,911
+20,532
+1,489% +$1.52M 0.11% 42
2019
Q4 		$109K Buy
1,379
+242
+21% +$18.5K 0.01% 37
2019
Q3 		$83.9K Sell
1,137
-374
-25% -$27.4K 0.01% 38
2019
Q2 		$111K Buy
+1,511
New +$110K 0.01% 39
2019
Q1 		– Sell
-6,854
Closed -$440K – 53
2018
Q4 		$440K Buy
+6,854
New +$471K 0.05% 39
2018
Q1 		– Sell
-5
Closed -$360 – 50
2017
Q4 		$360 Buy
+5
New +$354 ﹤0.01% 47
2016
Q4 		– Sell
-22
Closed -$1.3K – 35
2016
Q3 		$1.3K Buy
+22
New +$1.28K ﹤0.01% 34

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
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

WestEnd Advisors's ACWI Position: Q1 2026 in Review

WestEnd Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 519% in Q1 2026, buying an estimated $8.26M and bringing the position to 68,550 shares worth $9.49M. The position accounts for 0.23% of the portfolio, ranked #42.

WestEnd Advisors first reported a position in ACWI in Q3 2016 and has held it in 27 quarters since. The position peaked at $22.5M in Q4 2022. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • WestEnd Advisors held 68,550 shares of iShares MSCI ACWI ETF worth $9.49M as of Q1 2026.
  • WestEnd Advisors bought 57,474 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $8.26M.
  • iShares MSCI ACWI ETF made up 0.23% of WestEnd Advisors's portfolio in Q1 2026, its #42 holding.
  • WestEnd Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2016 and has held it in 27 quarters since.
  • WestEnd Advisors's iShares MSCI ACWI ETF position peaked at $22.5M in Q4 2022.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.