Cetera Investment Advisers
ACWI icon

Cetera Investment Advisers’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cetera Investment Advisers’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 		$15.4M Buy
111,218
+6,172
+6% +$887K 0.02% 812
2025
Q4 		$14.9M Sell
105,046
-1,002
-0.9% -$141K 0.02% 810
2025
Q3 		$14.7M Buy
106,048
+19,945
+23% +$2.65M 0.02% 787
2025
Q2 		$11.1M Buy
86,103
+894
+1% +$107K 0.02% 770
2025
Q1 		$9.92M Buy
85,209
+9,839
+13% +$1.18M 0.02% 777
2024
Q4 		$8.86M Buy
75,370
+1,490
+2% +$179K 0.02% 761
2024
Q3 		$8.83M Sell
73,880
-1,062
-1% -$122K 0.02% 752
2024
Q2 		$8.42M Buy
74,942
+5,492
+8% +$604K 0.02% 743
2024
Q1 		$7.65M Buy
69,450
+35,157
+103% +$3.69M 0.02% 774
2023
Q4 		$3.49M Buy
34,293
+3,760
+12% +$360K 0.03% 571
2023
Q3 		$2.82M Buy
30,533
+1,310
+4% +$126K 0.02% 614
2023
Q2 		$2.8M Buy
29,223
+302
+1% +$28K 0.02% 625
2023
Q1 		$2.64M Buy
28,921
+113
+0.4% +$10.1K 0.02% 635
2022
Q4 		$2.45M Buy
28,808
+2,179
+8% +$183K 0.02% 621
2022
Q3 		$2.07M Buy
26,629
+189
+0.7% +$16.3K 0.04% 444
2022
Q2 		$2.22M Buy
26,440
+4,137
+19% +$377K 0.04% 498
2022
Q1 		$2.23M Buy
22,303
+1,054
+5% +$105K 0.03% 520
2021
Q4 		$2.25M Sell
21,249
-11,683
-35% -$1.22M 0.03% 515
2021
Q3 		$3.29M Sell
32,932
-1,374
-4% -$141K 0.05% 378
2021
Q2 		$3.47M Sell
34,306
-8,791
-20% -$876K 0.06% 355
2021
Q1 		$4.1M Sell
43,097
-6,862
-14% -$645K 0.08% 263
2020
Q4 		$4.53M Buy
+49,959
New +$4.27M 0.09% 246

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

Cetera Investment Advisers's ACWI Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares MSCI ACWI ETF (ACWI) stake by 5.9% in Q1 2026, buying an estimated $887K and bringing the position to 111,218 shares worth $15.4M. The position accounts for 0.02% of the portfolio, ranked #812.

Cetera Investment Advisers first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Cetera Investment Advisers held 111,218 shares of iShares MSCI ACWI ETF worth $15.4M as of Q1 2026.
  • Cetera Investment Advisers bought 6,172 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $887K.
  • iShares MSCI ACWI ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #812 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.