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

Ancora 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	$670K	Sell	4,845 -705	-13%	-$101K	0.01%	468
2025 Q4	$785K	Buy	5,550 +800	+17%	+$112K	0.02%	438
2025 Q3	$657K	Buy	4,750 +750	+19%	+$99.6K	0.01%	499
2025 Q2	$514K	Hold	4,000	–	–	0.01%	528
2025 Q1	$466K	Hold	4,000	–	–	0.01%	538
2024 Q4	$470K	Hold	4,000	–	–	0.01%	533
2024 Q3	$478K	Buy	+4,000	New	+$458K	0.01%	524
2017 Q1	–	Sell	-10	Closed	-$1K	–	620
2016 Q4	$1K	Buy	+10	New	+$587	﹤0.01%	1201

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

Ancora Advisors's ACWI Position: Q1 2026 in Review

Ancora Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q1 2026, selling an estimated $101K and leaving 4,845 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #468.

Ancora Advisors first reported a position in ACWI in Q4 2016 and has held it in 8 quarters since. The position peaked at $785K in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Ancora Advisors held 4,845 shares of iShares MSCI ACWI ETF worth $670K as of Q1 2026.
Ancora Advisors sold 705 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $101K.
iShares MSCI ACWI ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #468 holding.
Ancora Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 8 quarters since.
Ancora Advisors's iShares MSCI ACWI ETF position peaked at $785K in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.