AlphaCore Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

AlphaCore Capital’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	$5.02M	Buy	36,273 +167	+0.5%	+$24K	0.12%	155
2025 Q4	$5.11M	Hold	36,106	–	–	0.11%	162
2025 Q3	$4.99M	Buy	+36,106	New	+$4.8M	0.17%	115
2021 Q4	–	Sell	-4	Closed	–	–	98
2021 Q3	$0	Hold	4	–	–	﹤0.01%	130
2021 Q2	$0	Buy	+4	New	+$399	﹤0.01%	74
2020 Q2	–	Sell	-372	Closed	-$23K	–	74
2020 Q1	$23K	Buy	372 +34	+10%	+$2.52K	0.02%	145
2019 Q4	$27K	Buy	+338	New	+$25.8K	0.02%	96

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 $1.27B AUM 11.98% 1-Year Est. Return

AlphaCore Capital's ACWI Position: Q1 2026 in Review

AlphaCore Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 0.46% in Q1 2026, buying an estimated $24K and bringing the position to 36,273 shares worth $5.02M. The position accounts for 0.12% of the portfolio, ranked #155.

AlphaCore Capital first reported a position in ACWI in Q4 2019 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

AlphaCore Capital held 36,273 shares of iShares MSCI ACWI ETF worth $5.02M as of Q1 2026.
AlphaCore Capital bought 167 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $24K.
iShares MSCI ACWI ETF made up 0.12% of AlphaCore Capital's portfolio in Q1 2026, its #155 holding.
AlphaCore Capital first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 7 quarters since.
AlphaCore Capital's iShares MSCI ACWI ETF position peaked at $5.11M in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.