Able Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Able Wealth 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 Q1	$9.01M	Buy	65,095 +2,195	+3%	+$316K	2.41%	10
2025 Q4	$8.9M	Buy	62,900 +2,987	+5%	+$419K	2.82%	10
2025 Q3	$8.28M	Sell	59,913 -970	-2%	-$129K	3.11%	9
2025 Q2	$7.83M	Sell	60,883 -2,520	-4%	-$302K	3.95%	4
2025 Q1	$7.38M	Buy	63,403 +117	+0.2%	+$14K	4.35%	2
2024 Q4	$7.44M	Sell	63,286 -1,263	-2%	-$152K	4.89%	2
2024 Q3	$7.72M	Buy	64,549 +142	+0.2%	+$16.3K	5.85%	2
2024 Q2	$7.24M	Buy	64,407 +685	+1%	+$75.3K	5.96%	2
2024 Q1	$7.02M	Buy	63,722 +891	+1%	+$93.6K	6.12%	2
2023 Q4	$6.39M	Buy	+62,831	New	+$6.01M	5.81%	2

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 $1.56B AUM 17.86% 1-Year Est. Return

Able Wealth Management's ACWI Position: Q1 2026 in Review

Able Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 3.5% in Q1 2026, buying an estimated $316K and bringing the position to 65,095 shares worth $9.01M. The position accounts for 2.41% of the portfolio, ranked #10.

Able Wealth Management first reported a position in ACWI in Q4 2023 and has held it in 10 quarters since. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Able Wealth Management held 65,095 shares of iShares MSCI ACWI ETF worth $9.01M as of Q1 2026.
Able Wealth Management bought 2,195 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $316K.
iShares MSCI ACWI ETF made up 2.41% of Able Wealth Management's portfolio in Q1 2026, its #10 holding.
Able Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 10 quarters since.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.