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Capasso Planning Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Capasso Planning 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 		$334K Buy
2,411
+128
+6% +$18.4K 0.18% 59
2025
Q4 		$323K Sell
2,283
-30
-1% -$4.21K 0.18% 62
2025
Q3 		$320K Sell
2,313
-5,497
-70% -$730K 0.2% 57
2025
Q2 		$1M Buy
7,810
+1,568
+25% +$188K 0.57% 30
2025
Q1 		$727K Buy
6,242
+618
+11% +$74K 0.3% 57
2024
Q4 		$661K Buy
5,624
+1,048
+23% +$126K 0.26% 57
2024
Q3 		$547K Buy
4,576
+251
+6% +$28.8K 0.16% 89
2024
Q2 		$486K Buy
4,325
+570
+15% +$62.7K 0.16% 88
2024
Q1 		$414K Buy
3,755
+448
+14% +$47K 0.17% 73
2023
Q4 		$337K Buy
3,307
+233
+8% +$22.3K 0.16% 79
2023
Q3 		$284K Sell
3,074
-277
-8% -$26.6K 0.15% 77
2023
Q2 		$321K Buy
3,351
+149
+5% +$13.8K 0.17% 73
2023
Q1 		$292K Buy
3,202
+384
+14% +$34.3K 0.17% 74
2022
Q4 		$239K Buy
+2,818
New +$237K 0.15% 82

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

Capasso Planning Partners's ACWI Position: Q1 2026 in Review

Capasso Planning Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 5.6% in Q1 2026, buying an estimated $18.4K and bringing the position to 2,411 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #59.

Capasso Planning Partners first reported a position in ACWI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q2 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Capasso Planning Partners held 2,411 shares of iShares MSCI ACWI ETF worth $334K as of Q1 2026.
  • Capasso Planning Partners bought 128 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $18.4K.
  • iShares MSCI ACWI ETF made up 0.18% of Capasso Planning Partners's portfolio in Q1 2026, its #59 holding.
  • Capasso Planning Partners first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 14 quarters since.
  • Capasso Planning Partners's iShares MSCI ACWI ETF position peaked at $1M in Q2 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.