Apollon Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Apollon 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	$1.03M	Buy	7,476 +668	+10%	+$96K	0.02%	597
2025 Q4	$963K	Sell	6,808 -5,734	-46%	-$805K	0.02%	586
2025 Q3	$1.73M	Sell	12,542 -980	-7%	-$130K	0.03%	416
2025 Q2	$1.74M	Sell	13,522 -342	-2%	-$41K	0.03%	391
2025 Q1	$1.61M	Buy	13,864 +377	+3%	+$45.2K	0.04%	381
2024 Q4	$1.58M	Buy	13,487 +420	+3%	+$50.4K	0.04%	389
2024 Q3	$1.56M	Sell	13,067 -204	-2%	-$23.4K	0.04%	362
2024 Q2	$1.49M	Sell	13,271 -1,694	-11%	-$186K	0.05%	354
2024 Q1	$1.65M	Buy	14,965 +8,569	+134%	+$900K	0.05%	333
2023 Q4	$651K	Buy	+6,396	New	+$612K	0.02%	582

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

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

Apollon Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 9.8% in Q1 2026, buying an estimated $96K and bringing the position to 7,476 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #597.

Apollon Wealth Management first reported a position in ACWI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Apollon Wealth Management held 7,476 shares of iShares MSCI ACWI ETF worth $1.03M as of Q1 2026.
Apollon Wealth Management bought 668 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $96K.
iShares MSCI ACWI ETF made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #597 holding.
Apollon Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 10 quarters since.
Apollon Wealth Management's iShares MSCI ACWI ETF position peaked at $1.74M in Q2 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.