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CKW Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

CKW Financial 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 		$3.5M Buy
25,083
+1,580
+7% +$227K 0.38% 13
2025
Q4 		$3.33M Buy
23,503
+835
+4% +$117K 0.36% 13
2025
Q3 		$3.15M Buy
22,668
+598
+3% +$79.4K 0.34% 14
2025
Q2 		$2.84M Buy
22,070
+1,391
+7% +$167K 0.33% 16
2025
Q1 		$2.42M Buy
20,679
+987
+5% +$118K 0.3% 16
2024
Q4 		$2.31M Buy
19,692
+746
+4% +$89.5K 0.28% 16
2024
Q3 		$2.25M Buy
18,946
+180
+1% +$20.6K 0.27% 16
2024
Q2 		$2.11M Sell
18,766
-349
-2% -$38.4K 0.27% 17
2024
Q1 		$2.1M Buy
19,115
+405
+2% +$42.5K 0.27% 18
2023
Q4 		$1.9M Buy
18,710
+352
+2% +$33.7K 0.26% 16
2023
Q3 		$1.7M Buy
18,358
+382
+2% +$36.6K 0.26% 18
2023
Q2 		$1.73M Buy
17,976
+166
+0.9% +$15.4K 0.26% 16
2023
Q1 		$1.62M Sell
17,810
-2,255
-11% -$201K 0.26% 11
2022
Q4 		$1.7M Sell
20,065
-2,305
-10% -$194K 0.29% 11
2022
Q3 		$1.74M Sell
22,370
-15,174
-40% -$1.31M 0.33% 10
2022
Q2 		$3.17M Buy
37,544
+9,880
+36% +$899K 0.54% 7
2022
Q1 		$2.78M Sell
27,664
-35,010
-56% -$3.49M 0.41% 9
2021
Q4 		$6.63M Buy
62,674
+38,494
+159% +$4.02M 1.01% 6
2021
Q3 		$2.44M Buy
24,180
+1,069
+5% +$110K 0.38% 9
2021
Q2 		$2.35M Sell
23,111
-35
-0.2% -$3.49K 0.37% 8
2021
Q1 		$2.2M Buy
23,146
+3,418
+17% +$321K 0.38% 7
2020
Q4 		$1.79M Buy
19,728
+1,153
+6% +$98.5K 0.33% 9
2020
Q3 		$1.5M Buy
18,575
+480
+3% +$38K 0.3% 11
2020
Q2 		$1.34M Sell
18,095
-32,927
-65% -$2.3M 0.3% 10
2020
Q1 		$3.05M Buy
51,022
+19,806
+63% +$1.47M 0.8% 9
2019
Q4 		$2.47M Buy
31,216
+13,788
+79% +$1.05M 0.46% 12
2019
Q3 		$1.27M Sell
17,428
-2,076
-11% -$152K 0.24% 13
2019
Q2 		$1.44M Buy
19,504
+3,158
+19% +$230K 0.29% 11
2019
Q1 		$1.18M Buy
16,346
+1,090
+7% +$75.8K 0.22% 15
2018
Q4 		$979K Buy
15,256
+1,959
+15% +$135K 0.21% 12
2018
Q3 		$990K Buy
13,297
+562
+4% +$41.1K 0.19% 14
2018
Q2 		$906K Buy
12,735
+997
+8% +$72.3K 0.19% 13
2018
Q1 		$825K Buy
11,738
+1,228
+12% +$90.5K 0.18% 13
2017
Q4 		$758K Buy
10,510
+142
+1% +$10K 0.17% 16
2017
Q3 		$714K Sell
10,368
-4,373
-30% -$294K 0.17% 17
2017
Q2 		$967K Buy
14,741
+881
+6% +$57.2K 0.25% 16
2017
Q1 		$877K Buy
13,860
+852
+7% +$52.8K 0.27% 14
2016
Q4 		$770K Buy
13,008
+325
+3% +$19.1K 0.28% 13
2016
Q3 		$750K Buy
12,683
+307
+2% +$17.9K 0.26% 15
2016
Q2 		$696K Buy
12,376
+1,117
+10% +$63K 0.25% 16
2016
Q1 		$631K Sell
11,259
-5,637
-33% -$299K 0.24% 13
2015
Q4 		$943K Buy
16,896
+5,063
+43% +$289K 0.34% 15
2015
Q3 		$638K Buy
11,833
+963
+9% +$55.4K 0.26% 10
2015
Q2 		$646K Sell
10,870
-41
-0.4% -$2.53K 0.25% 9
2015
Q1 		$657K Buy
10,911
+572
+6% +$34K 0.26% 9
2014
Q4 		$605K Buy
10,339
+142
+1% +$8.34K 0.26% 10
2014
Q3 		$601K Buy
10,197
+10,190
+145,571% +$614K 0.26% 7
2014
Q2 		$0 Sell
7
-9,420
-100% -$559K ﹤0.01% 355
2014
Q1 		$555K Sell
9,427
-50
-0.5% -$2.84K 0.26% 9
2013
Q4 		$546K Buy
+9,477
New +$530K 0.29% 9

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

CKW Financial Group's ACWI Position: Q1 2026 in Review

CKW Financial Group increased its iShares MSCI ACWI ETF (ACWI) stake by 6.7% in Q1 2026, buying an estimated $227K and bringing the position to 25,083 shares worth $3.5M. The position accounts for 0.38% of the portfolio, ranked #13.

CKW Financial Group first reported a position in ACWI in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.63M in Q4 2021. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • CKW Financial Group held 25,083 shares of iShares MSCI ACWI ETF worth $3.5M as of Q1 2026.
  • CKW Financial Group bought 1,580 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $227K.
  • iShares MSCI ACWI ETF made up 0.38% of CKW Financial Group's portfolio in Q1 2026, its #13 holding.
  • CKW Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 50 quarters since.
  • CKW Financial Group's iShares MSCI ACWI ETF position peaked at $6.63M in Q4 2021.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.