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Altman Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Altman Advisors’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 		– Sell
-24,653
Closed -$3.49M – 78
2025
Q4 		$3.49M Buy
+24,653
New +$3.46M 1.31% 20
2025
Q1 		– Sell
-19,190
Closed -$2.25M – 95
2024
Q4 		$2.25M Buy
+19,190
New +$2.3M 0.96% 32
2024
Q1 		– Sell
-101,519
Closed -$10.3M – 97
2023
Q4 		$10.3M Buy
+101,519
New +$9.71M 5.42% 2

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

Altman Advisors's ACWI Position: Q1 2026 in Review

Altman Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 24,653 shares — an estimated $3.49M sold.

Altman Advisors first reported a position in ACWI in Q4 2023 and held it in 3 quarters. The position peaked at $10.3M in Q4 2023. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Altman Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Altman Advisors sold 24,653 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $3.49M.
  • Altman Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 3 quarters.
  • Altman Advisors's iShares MSCI ACWI ETF position peaked at $10.3M in Q4 2023.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.