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Beacon Pointe Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beacon Pointe 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 		$3.25M Buy
23,479
+12,895
+122% +$1.85M 0.02% 597
2025
Q4 		$1.5M Buy
10,584
+2,163
+26% +$304K 0.01% 700
2025
Q3 		$1.16M Buy
8,421
+3,226
+62% +$429K 0.01% 711
2025
Q2 		$668K Sell
5,195
-78
-1% -$9.35K 0.01% 802
2025
Q1 		$614K Buy
5,273
+220
+4% +$26.4K 0.01% 786
2024
Q4 		$594K Buy
5,053
+1,803
+55% +$216K 0.01% 787
2024
Q3 		$389K Buy
3,250
+87
+3% +$9.97K ﹤0.01% 937
2024
Q2 		$356K Sell
3,163
-1,902
-38% -$209K ﹤0.01% 1001
2024
Q1 		$558K Sell
5,065
-412
-8% -$43.3K 0.01% 872
2023
Q4 		$557K Sell
5,477
-2,483
-31% -$238K 0.01% 857
2023
Q3 		$735K Buy
7,960
+5,291
+198% +$508K 0.01% 733
2023
Q2 		$256K Sell
2,669
-2,738
-51% -$254K ﹤0.01% 930
2023
Q1 		$493K Buy
5,407
+744
+16% +$66.4K 0.01% 760
2022
Q4 		$396K Buy
4,663
+470
+11% +$39.6K 0.01% 767
2022
Q3 		$326K Sell
4,193
-134
-3% -$11.6K 0.01% 774
2022
Q2 		$363K Buy
4,327
+46
+1% +$4.19K 0.01% 760
2022
Q1 		$427K Buy
+4,281
New +$427K 0.01% 852
2021
Q4 		– Sell
-3,979
Closed -$398K – 922
2021
Q3 		$398K Buy
+3,979
New +$408K 0.01% 607

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

Beacon Pointe Advisors's ACWI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 122% in Q1 2026, buying an estimated $1.85M and bringing the position to 23,479 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #597.

Beacon Pointe Advisors first reported a position in ACWI in Q3 2021 and has held it in 18 quarters since. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Beacon Pointe Advisors held 23,479 shares of iShares MSCI ACWI ETF worth $3.25M as of Q1 2026.
  • Beacon Pointe Advisors bought 12,895 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $1.85M.
  • iShares MSCI ACWI ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #597 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2021 and has held it in 18 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

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