AC
ACWI icon

Avestar Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Avestar Capital’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 		$24.4M Buy
176,643
+54,666
+45% +$7.86M 1.57% 9
2025
Q4 		$17.3M Sell
121,977
-4,740
-4% -$665K 1.12% 17
2025
Q3 		$17.5M Buy
126,717
+3,422
+3% +$455K 1.15% 15
2025
Q2 		$15.9M Buy
123,295
+76,026
+161% +$9.12M 1.08% 16
2025
Q1 		$5.5M Buy
47,269
+31,847
+207% +$3.82M 0.48% 44
2024
Q4 		$1.81M Buy
15,422
+6,449
+72% +$774K 0.15% 109
2024
Q3 		$1.07M Buy
8,973
+1,273
+17% +$146K 0.11% 143
2024
Q2 		$865K Hold
7,700
– – 0.09% 170
2024
Q1 		$848K Sell
7,700
-10,195
-57% -$1.07M 0.09% 170
2023
Q4 		$1.82M Buy
+17,895
New +$1.71M 0.21% 71
2019
Q3 		– Sell
-860
Closed -$63K – 167
2019
Q2 		$63K Hold
860
– – 0.04% 264
2019
Q1 		$62K Hold
860
– – 0.04% 259
2018
Q4 		$55K Hold
860
– – 0.04% 250
2018
Q3 		$63K Hold
860
– – 0.04% 249
2018
Q2 		$61K Hold
860
– – 0.04% 254
2018
Q1 		$61K Sell
860
-3,339
-80% -$246K 0.04% 225
2017
Q4 		$300K Buy
+4,199
New +$297K 0.22% 61

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

Avestar Capital's ACWI Position: Q1 2026 in Review

Avestar Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 45% in Q1 2026, buying an estimated $7.86M and bringing the position to 176,643 shares worth $24.4M. The position accounts for 1.57% of the portfolio, ranked #9.

Avestar Capital first reported a position in ACWI in Q4 2017 and has held it in 17 quarters since. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Avestar Capital held 176,643 shares of iShares MSCI ACWI ETF worth $24.4M as of Q1 2026.
  • Avestar Capital bought 54,666 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $7.86M.
  • iShares MSCI ACWI ETF made up 1.57% of Avestar Capital's portfolio in Q1 2026, its #9 holding.
  • Avestar Capital first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 17 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.