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Capital Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Capital Investment 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 		$716K Hold
5,178
– – 0.01% 411
2025
Q4 		$733K Sell
5,178
-378
-7% -$53K 0.01% 406
2025
Q3 		$768K Sell
5,556
-457
-8% -$60.7K 0.01% 384
2025
Q2 		$773K Sell
6,013
-21
-0.3% -$2.52K 0.01% 373
2025
Q1 		$702K Sell
6,034
-68
-1% -$8.15K 0.01% 379
2024
Q4 		$717K Sell
6,102
-405
-6% -$48.6K 0.01% 359
2024
Q3 		$778K Sell
6,507
-90
-1% -$10.3K 0.02% 338
2024
Q2 		$742K Sell
6,597
-1,007
-13% -$111K 0.02% 338
2024
Q1 		$837K Sell
7,604
-440
-5% -$46.2K 0.02% 314
2023
Q4 		$819K Sell
8,044
-754
-9% -$72.1K 0.02% 296
2023
Q3 		$813K Sell
8,798
-155
-2% -$14.9K 0.02% 291
2023
Q2 		$859K Buy
8,953
+33
+0.4% +$3.06K 0.03% 259
2023
Q1 		$813K Sell
8,920
-2,020
-18% -$180K 0.02% 273
2022
Q4 		$929K Buy
10,940
+1,978
+22% +$166K 0.03% 255
2022
Q3 		$698K Sell
8,962
-270
-3% -$23.3K 0.02% 290
2022
Q2 		$775K Buy
9,232
+2
+0% +$182 0.03% 284
2022
Q1 		$921K Sell
9,230
-804
-8% -$80.1K 0.03% 279
2021
Q4 		$1.06M Buy
10,034
+2
+0% +$209 0.03% 264
2021
Q3 		$1M Sell
10,032
-425
-4% -$43.6K 0.03% 269
2021
Q2 		$1.06M Buy
10,457
+2
+0% +$199 0.04% 257
2021
Q1 		$995K Sell
10,455
-320
-3% -$30.1K 0.04% 258
2020
Q4 		$978K Sell
10,775
-127
-1% -$10.8K 0.04% 247
2020
Q3 		$871K Hold
10,902
– – 0.04% 243
2020
Q2 		$804K Sell
10,902
-167
-2% -$11.7K 0.04% 249
2020
Q1 		$693K Hold
11,069
– – 0.04% 242
2019
Q4 		$877K Buy
11,069
+5
+0% +$382 0.04% 255
2019
Q3 		$816K Hold
11,064
– – 0.04% 253
2019
Q2 		$816K Buy
11,064
+5
+0% +$365 0.04% 247
2019
Q1 		$798K Sell
11,059
-965
-8% -$67.1K 0.05% 240
2018
Q4 		$771K Sell
12,024
-141
-1% -$9.68K 0.05% 234
2018
Q3 		$903K Buy
12,165
+340
+3% +$24.9K 0.05% 223
2018
Q2 		$841K Sell
11,825
-701
-6% -$50.8K 0.05% 231
2018
Q1 		$898K Buy
12,526
+180
+1% +$13.3K 0.06% 226
2017
Q4 		$890K Buy
12,346
+2,292
+23% +$162K 0.06% 226
2017
Q3 		$692K Buy
10,054
+125
+1% +$8.41K 0.05% 243
2017
Q2 		$650K Buy
9,929
+1,658
+20% +$108K 0.05% 245
2017
Q1 		$523K Buy
8,271
+1,580
+24% +$97.8K 0.04% 267
2016
Q4 		$396K Buy
6,691
+2,508
+60% +$147K 0.03% 303
2016
Q3 		$247K Buy
+4,183
New +$244K 0.02% 372

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 $1.56B AUM 17.86% 1-Year Est. Return

Capital Investment Advisors's ACWI Position: Q1 2026 in Review

Capital Investment Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 5,178 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #411.

Capital Investment Advisors first reported a position in ACWI in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.06M in Q4 2021. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Capital Investment Advisors held 5,178 shares of iShares MSCI ACWI ETF worth $716K as of Q1 2026.
  • Capital Investment Advisors left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #411 holding.
  • Capital Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2016 and has held it in 39 quarters since.
  • Capital Investment Advisors's iShares MSCI ACWI ETF position peaked at $1.06M in Q4 2021.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.