AWM
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AE Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

AE 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 		$267K Buy
1,931
+824
+74% +$118K ﹤0.01% 1453
2025
Q4 		$157K Buy
1,107
+250
+29% +$35.1K ﹤0.01% 1576
2025
Q3 		$118K Buy
857
+142
+20% +$18.9K ﹤0.01% 1521
2025
Q2 		$91.9K Hold
715
– – ﹤0.01% 1503
2025
Q1 		$83.2K Sell
715
-19
-3% -$2.28K ﹤0.01% 1492
2024
Q4 		$86.3K Buy
+734
New +$88.1K ﹤0.01% 1462
2024
Q1 		– Sell
-50,964
Closed -$5.24M – 1154
2023
Q4 		$5.24M Sell
50,964
-58,849
-54% -$5.63M 0.03% 573
2023
Q3 		$10.1M Buy
109,813
+4,250
+4% +$408K 0.06% 374
2023
Q2 		$10.1M Buy
105,563
+15,018
+17% +$1.39M 0.06% 369
2023
Q1 		$8.25M Buy
90,545
+64,485
+247% +$5.75M 0.05% 387
2022
Q4 		$2.21M Sell
26,060
-1,403
-5% -$118K 0.02% 706
2022
Q3 		$2.14M Sell
27,463
-1,434
-5% -$124K 0.02% 675
2022
Q2 		$2.42M Sell
28,897
-5,168
-15% -$470K 0.02% 608
2022
Q1 		$3.4M Buy
34,065
+5,126
+18% +$511K 0.02% 553
2021
Q4 		$3.06M Buy
28,939
+21,702
+300% +$2.27M 0.02% 557
2021
Q3 		$723K Sell
7,237
-33,475
-82% -$3.44M 0.01% 990
2021
Q2 		$4.12M Buy
40,712
+1,591
+4% +$159K 0.04% 419
2021
Q1 		$3.72M Sell
39,121
-283
-0.7% -$26.6K 0.04% 383
2020
Q4 		$3.58M Sell
39,404
-1,396
-3% -$119K 0.04% 337
2020
Q3 		$3.26M Sell
40,800
-871
-2% -$69K 0.05% 313
2020
Q2 		$3.07M Sell
41,671
-42,254
-50% -$2.95M 0.05% 303
2020
Q1 		$5.25M Buy
83,925
+31,499
+60% +$2.33M 0.12% 153
2019
Q4 		$4.16M Buy
52,426
+4,810
+10% +$368K 0.09% 204
2019
Q3 		$3.51M Buy
47,616
+25,596
+116% +$1.88M 0.1% 183
2019
Q2 		$1.62M Buy
+22,020
New +$1.61M 0.05% 282

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

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

AE Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 74% in Q1 2026, buying an estimated $118K and bringing the position to 1,931 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

AE Wealth Management first reported a position in ACWI in Q2 2019 and has held it in 25 quarters since. The position peaked at $10.1M in Q3 2023. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • AE Wealth Management held 1,931 shares of iShares MSCI ACWI ETF worth $267K as of Q1 2026.
  • AE Wealth Management bought 824 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $118K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1453 holding.
  • AE Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2019 and has held it in 25 quarters since.
  • AE Wealth Management's iShares MSCI ACWI ETF position peaked at $10.1M in Q3 2023.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.