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Caprock Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Caprock Group’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 		$1.16M Sell
8,392
-41,060
-83% -$5.9M 0.03% 503
2025
Q4 		$7M Buy
49,452
+38,540
+353% +$5.41M 0.15% 115
2025
Q3 		$1.46M Buy
+10,912
New +$1.45M 0.04% 442
2025
Q1 		$1.52M Buy
13,096
+9,427
+257% +$1.13M 0.05% 357
2024
Q4 		$431K Buy
+3,669
New +$440K 0.01% 672

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

Caprock Group's ACWI Position: Q1 2026 in Review

Caprock Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 83% in Q1 2026, selling an estimated $5.9M and leaving 8,392 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #503.

Caprock Group first reported a position in ACWI in Q4 2024 and has held it in 5 quarters since. The position peaked at $7M in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Caprock Group held 8,392 shares of iShares MSCI ACWI ETF worth $1.16M as of Q1 2026.
  • Caprock Group sold 41,060 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $5.9M.
  • iShares MSCI ACWI ETF made up 0.03% of Caprock Group's portfolio in Q1 2026, its #503 holding.
  • Caprock Group first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 5 quarters since.
  • Caprock Group's iShares MSCI ACWI ETF position peaked at $7M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.