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Anchor Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Anchor Investment 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 		– Sell
-462
Closed -$65.4K – 1068
2025
Q4 		$65.4K Hold
462
– – 0.01% 556
2025
Q3 		$63.9K Hold
462
– – 0.01% 557
2025
Q2 		$59.4K Hold
462
– – 0.01% 557
2025
Q1 		$53.8K Hold
462
– – 0.01% 557
2024
Q4 		$54.3K Hold
462
– – 0.01% 558
2024
Q3 		$55.2K Hold
462
– – 0.01% 549
2024
Q2 		$51.9K Hold
462
– – 0.01% 509
2024
Q1 		$50.9K Hold
462
– – 0.01% 529
2023
Q4 		$47K Hold
462
– – 0.01% 530
2023
Q3 		$42.7K Hold
462
– – 0.01% 530
2023
Q2 		$44.3K Hold
462
– – 0.01% 525
2023
Q1 		$42.1K Hold
462
– – 0.01% 554
2022
Q4 		$39.2K Hold
462
– – 0.01% 556
2022
Q3 		$36K Hold
462
– – 0.01% 557
2022
Q2 		$38.8K Hold
462
– – 0.01% 565
2022
Q1 		$46.1K Hold
462
– – 0.01% 563
2021
Q4 		$48.9K Hold
462
– – 0.01% 571
2021
Q3 		$46.2K Hold
462
– – 0.01% 537
2021
Q2 		$46.8K Hold
462
– – 0.01% 544
2021
Q1 		$44K Hold
462
– – 0.01% 529
2020
Q4 		$41.9K Hold
462
– – 0.01% 501
2020
Q3 		$36.9K Buy
+462
New +$36.6K 0.01% 481

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

Anchor Investment Management's ACWI Position: Q1 2026 in Review

Anchor Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 462 shares — an estimated $65.4K sold.

Anchor Investment Management first reported a position in ACWI in Q3 2020 and held it in 22 quarters. The position peaked at $65.4K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Anchor Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Anchor Investment Management sold 462 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $65.4K.
  • Anchor Investment Management first reported a position in iShares MSCI ACWI ETF in Q3 2020 and held it in 22 quarters.
  • Anchor Investment Management's iShares MSCI ACWI ETF position peaked at $65.4K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.