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Westside Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Westside Investment Management’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 		$32.2K Hold
205
– – ﹤0.01% 751
2026
Q1 		$28.4K Hold
205
– – ﹤0.01% 758
2025
Q4 		$29K Hold
205
– – ﹤0.01% 733
2025
Q3 		$28.3K Hold
205
– – ﹤0.01% 734
2025
Q2 		$26.4K Hold
205
– – ﹤0.01% 594
2025
Q1 		$23.9K Hold
205
– – 0.01% 532
2024
Q4 		$24.1K Hold
205
– – 0.01% 528
2024
Q3 		$24.5K Hold
205
– – 0.01% 532
2024
Q2 		$23K Hold
205
– – 0.01% 524
2024
Q1 		$22.6K Hold
205
– – 0.01% 504
2023
Q4 		$20.9K Hold
205
– – 0.01% 490
2023
Q3 		$18.9K Hold
205
– – 0.01% 492
2023
Q2 		$19.7K Hold
205
– – 0.01% 493
2023
Q1 		$18.7K Hold
205
– – 0.01% 498
2022
Q4 		$17 Hold
205
– – ﹤0.01% 542
2022
Q3 		$15 Hold
205
– – ﹤0.01% 538
2022
Q2 		$17 Hold
205
– – ﹤0.01% 527
2022
Q1 		$20 Hold
205
– – ﹤0.01% 510
2021
Q4 		$21 Hold
205
– – ﹤0.01% 490
2021
Q3 		$20 Hold
205
– – ﹤0.01% 484
2021
Q2 		$20 Hold
205
– – ﹤0.01% 475
2021
Q1 		$19 Hold
205
– – ﹤0.01% 468
2020
Q4 		$18 Hold
205
– – ﹤0.01% 437
2020
Q3 		$16 Hold
205
– – ﹤0.01% 447
2020
Q2 		$15 Hold
205
– – ﹤0.01% 435
2020
Q1 		$12 Buy
+205
New +$15.2K ﹤0.01% 439

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

Westside Investment Management's ACWI Position: Q2 2026 in Review

Westside Investment Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 205 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Westside Investment Management first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Westside Investment Management held 205 shares of iShares MSCI ACWI ETF worth $32.2K as of Q2 2026.
  • Westside Investment Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #751 holding.
  • Westside Investment Management first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.