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Boreal Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Boreal Capital 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 		– Sell
-90
Closed -$12.7K – 503
2025
Q4 		$12.7K Sell
90
-857
-90% -$120K 0.01% 312
2025
Q3 		$131K Hold
947
– – 0.11% 150
2025
Q2 		$122K Buy
+947
New +$114K 0.1% 156

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Boreal Capital Management's ACWI Position: Q1 2026 in Review

Boreal Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 90 shares — an estimated $12.7K sold.

Boreal Capital Management first reported a position in ACWI in Q2 2025 and held it in 3 quarters. The position peaked at $131K in Q3 2025. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Boreal Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 90 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $12.7K.
  • Boreal Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's iShares MSCI ACWI ETF position peaked at $131K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.