Westmount Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Westmount 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	$211K	Buy	+1,343	New	+$205K	0.05%	249
2026 Q1	–	Sell	-1,748	Closed	-$247K	–	265
2025 Q4	$247K	Sell	1,748 -22	-1%	-$3.09K	0.06%	220
2025 Q3	$246K	Hold	1,770	–	–	0.06%	220
2025 Q2	$228K	Buy	1,770 +2	+0.1%	+$240	0.06%	229
2025 Q1	$206K	Hold	1,768	–	–	0.06%	232
2024 Q4	$208K	Sell	1,768 -227	-11%	-$27.2K	0.06%	206
2024 Q3	$238K	Hold	1,995	–	–	0.07%	198
2024 Q2	$225K	Buy	1,995 +16	+0.8%	+$1.76K	0.07%	190
2024 Q1	$218K	Buy	+1,979	New	+$208K	0.08%	191

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

Westmount Partners's ACWI Position: Q2 2026 in Review

Westmount Partners opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,343 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings. This is a return to the name: Westmount Partners previously reported a position in ACWI as recently as Q4 2025.

Westmount Partners first reported a position in ACWI in Q1 2024 and has held it in 9 quarters since. The position peaked at $247K in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Westmount Partners held 1,343 shares of iShares MSCI ACWI ETF worth $211K as of Q2 2026.
iShares MSCI ACWI ETF was a new Westmount Partners position in Q2 2026.
iShares MSCI ACWI ETF made up 0.05% of Westmount Partners's portfolio in Q2 2026, its #249 holding.
Westmount Partners first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 9 quarters since.
Westmount Partners's iShares MSCI ACWI ETF position peaked at $247K in Q4 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.