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Claro Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Claro 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 		$325K Buy
+2,346
New +$337K 0.04% 345
2019
Q1 		– Sell
-918
Closed -$68K – 156
2018
Q4 		$68K Buy
+918
New +$63K 0.05% 290

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

Claro Advisors's ACWI Position: Q1 2026 in Review

Claro Advisors opened a new position in iShares MSCI ACWI ETF (ACWI) in Q1 2026: 2,346 shares worth $325K. The stake represents 0.04% of the portfolio and ranks #345 among its holdings. This is a return to the name: Claro Advisors previously reported a position in ACWI as recently as Q4 2018.

Claro Advisors first reported a position in ACWI in Q4 2018 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Claro Advisors held 2,346 shares of iShares MSCI ACWI ETF worth $325K as of Q1 2026.
  • iShares MSCI ACWI ETF was a new Claro Advisors position in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #345 holding.
  • Claro Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.