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Ausdal Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Ausdal Financial Partners’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 		$6.16M Sell
44,523
-856
-2% -$123K 0.27% 91
2025
Q4 		$6.42M Sell
45,379
-514
-1% -$72.1K 0.3% 78
2025
Q3 		$6.34M Sell
45,893
-46,783
-50% -$6.21M 0.31% 71
2025
Q2 		$11.9M Sell
92,676
-1,927
-2% -$231K 0.8% 23
2025
Q1 		$11M Sell
94,603
-6,304
-6% -$755K 0.83% 20
2024
Q4 		$11.9M Sell
100,907
-34
-0% -$4.08K 1.02% 16
2024
Q3 		$12.1M Sell
100,941
-103,194
-51% -$11.8M 1.25% 13
2024
Q2 		$22.9M Sell
204,135
-2,553
-1% -$281K 2.45% 3
2024
Q1 		$22.8M Sell
206,688
-91,840
-31% -$9.64M 2.64% 4
2023
Q4 		$30.4M Sell
298,528
-17,936
-6% -$1.72M 3.76% 2
2023
Q3 		$29.2M Sell
316,464
-11,939
-4% -$1.15M 4.03% 2
2023
Q2 		$31.5M Sell
328,403
-9,907
-3% -$919K 4.28% 2
2023
Q1 		$30.8M Sell
338,310
-3,879
-1% -$346K 4.25% 2
2022
Q4 		$29M Buy
342,189
+230,450
+206% +$19.4M 4.22% 2
2022
Q3 		$8.7M Sell
111,739
-19,744
-15% -$1.71M 1.37% 9
2022
Q2 		$11M Buy
131,483
+91,863
+232% +$8.36M 1.66% 6
2022
Q1 		$3.95M Buy
39,620
+1,277
+3% +$127K 0.54% 42
2021
Q4 		$4.06M Sell
38,343
-1,469
-4% -$153K 0.54% 40
2021
Q3 		$3.98M Sell
39,812
-202
-0.5% -$20.7K 0.59% 33
2021
Q2 		$4.05M Buy
40,014
+4,867
+14% +$485K 0.61% 37
2021
Q1 		$3.34M Sell
35,147
-1,561
-4% -$147K 0.56% 42
2020
Q4 		$3.33M Sell
36,708
-532
-1% -$45.4K 0.65% 35
2020
Q3 		$2.98M Sell
37,240
-87
-0.2% -$6.89K 0.72% 34
2020
Q2 		$2.75M Buy
37,327
+374
+1% +$26.1K 0.91% 28
2020
Q1 		$2.47M Sell
36,953
-61,495
-62% -$4.56M 0.87% 29
2019
Q4 		$7.83M Sell
98,448
-103,105
-51% -$7.88M 2.32% 4
2019
Q3 		$14.9M Buy
201,553
+4,838
+2% +$355K 5.26% 1
2019
Q2 		$14.6M Buy
196,715
+11,438
+6% +$834K 5.62% 1
2019
Q1 		$13.4M Buy
185,277
+2,163
+1% +$150K 5.44% 1
2018
Q4 		$11.7M Buy
183,114
+153,267
+514% +$10.5M 5.74% 1
2018
Q3 		$2.22M Buy
29,847
+173
+0.6% +$12.7K 0.62% 33
2018
Q2 		$2.11M Buy
29,674
+21,290
+254% +$1.54M 0.65% 26
2018
Q1 		$601K Sell
8,384
-30,685
-79% -$2.26M 0.21% 145
2017
Q4 		$2.82M Buy
39,069
+11,546
+42% +$817K 1.01% 11
2017
Q3 		$1.89M Buy
27,523
+12,280
+81% +$826K 0.75% 25
2017
Q2 		$998K Buy
15,243
+9,314
+157% +$605K 0.43% 62
2017
Q1 		$375K Buy
+5,929
New +$367K 0.17% 160

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 $2.54B AUM 23.56% 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

Ausdal Financial Partners's ACWI Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.9% in Q1 2026, selling an estimated $123K and leaving 44,523 shares worth $6.16M. The position accounts for 0.27% of the portfolio, ranked #91.

Ausdal Financial Partners first reported a position in ACWI in Q1 2017 and has held it in 37 quarters since. The position peaked at $31.5M in Q2 2023. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Ausdal Financial Partners held 44,523 shares of iShares MSCI ACWI ETF worth $6.16M as of Q1 2026.
  • Ausdal Financial Partners sold 856 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $123K.
  • iShares MSCI ACWI ETF made up 0.27% of Ausdal Financial Partners's portfolio in Q1 2026, its #91 holding.
  • Ausdal Financial Partners first reported a position in iShares MSCI ACWI ETF in Q1 2017 and has held it in 37 quarters since.
  • Ausdal Financial Partners's iShares MSCI ACWI ETF position peaked at $31.5M in Q2 2023.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.