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Advance Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advance Capital 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 		$235K Buy
1,695
+139
+9% +$20K 0.01% 155
2025
Q4 		$220K Buy
1,556
+2
+0.1% +$281 0.01% 158
2025
Q3 		$215K Buy
+1,554
New +$206K 0.01% 163
2022
Q1 		– Sell
-2,127
Closed -$225K – 88
2021
Q4 		$225K Buy
+2,127
New +$222K 0.05% 78

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 $2.54B AUM 23.56% 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 $1.56B AUM 17.86% 1-Year Est. Return

Advance Capital Management's ACWI Position: Q1 2026 in Review

Advance Capital Management increased its iShares MSCI ACWI ETF (ACWI) stake by 8.9% in Q1 2026, buying an estimated $20K and bringing the position to 1,695 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #155.

Advance Capital Management first reported a position in ACWI in Q4 2021 and has held it in 4 quarters since. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Advance Capital Management held 1,695 shares of iShares MSCI ACWI ETF worth $235K as of Q1 2026.
  • Advance Capital Management bought 139 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $20K.
  • iShares MSCI ACWI ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #155 holding.
  • Advance Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 4 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.