Creative Planning
ACWI icon

Creative Planning’s iShares MSCI ACWI ETF ACWI Stock Holding History

Creative Planning’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 		$6.38M Sell
46,144
-2,260
-5% -$325K ﹤0.01% 1007
2025
Q4 		$6.85M Sell
48,404
-1,202
-2% -$169K ﹤0.01% 802
2025
Q3 		$6.86M Sell
49,606
-2,826
-5% -$375K 0.01% 725
2025
Q2 		$6.74M Buy
52,432
+2,473
+5% +$296K 0.01% 657
2025
Q1 		$5.81M Buy
49,959
+4,633
+10% +$555K 0.01% 659
2024
Q4 		$5.33M Sell
45,326
-972
-2% -$117K 0.01% 640
2024
Q3 		$5.53M Buy
46,298
+7,673
+20% +$879K 0.01% 606
2024
Q2 		$4.34M Buy
38,625
+271
+0.7% +$29.8K ﹤0.01% 675
2024
Q1 		$4.22M Sell
38,354
-88
-0.2% -$9.24K ﹤0.01% 662
2023
Q4 		$3.91M Sell
38,442
-137
-0.4% -$13.1K 0.01% 641
2023
Q3 		$3.56M Buy
38,579
+223
+0.6% +$21.4K ﹤0.01% 629
2023
Q2 		$3.68M Buy
38,356
+1,248
+3% +$116K ﹤0.01% 610
2023
Q1 		$3.38M Sell
37,108
-1,198
-3% -$107K ﹤0.01% 605
2022
Q4 		$3.25M Buy
38,306
+203
+0.5% +$17.1K ﹤0.01% 589
2022
Q3 		$2.97M Buy
38,103
+1,548
+4% +$134K 0.01% 568
2022
Q2 		$3.07M Buy
36,555
+21,714
+146% +$1.98M 0.01% 576
2022
Q1 		$1.48M Sell
14,841
-2,968
-17% -$296K ﹤0.01% 820
2021
Q4 		$1.88M Sell
17,809
-1,545
-8% -$161K ﹤0.01% 703
2021
Q3 		$1.93M Buy
19,354
+1,367
+8% +$140K ﹤0.01% 698
2021
Q2 		$1.82M Sell
17,987
-3,797
-17% -$378K ﹤0.01% 711
2021
Q1 		$2.07M Buy
21,784
+1,051
+5% +$98.7K ﹤0.01% 712
2020
Q4 		$1.88M Sell
20,733
-213
-1% -$18.2K ﹤0.01% 693
2020
Q3 		$1.67M Sell
20,946
-3,032
-13% -$240K ﹤0.01% 623
2020
Q2 		$1.77M Buy
23,978
+10,676
+80% +$745K 0.01% 541
2020
Q1 		$832K Buy
13,302
+3,321
+33% +$246K ﹤0.01% 723
2019
Q4 		$791K Buy
9,981
+259
+3% +$19.8K ﹤0.01% 896
2019
Q3 		$717K Buy
9,722
+3,101
+47% +$227K ﹤0.01% 895
2019
Q2 		$488K Buy
6,621
+215
+3% +$15.7K ﹤0.01% 1089
2019
Q1 		$462K Sell
6,406
-1,106
-15% -$76.9K ﹤0.01% 1076
2018
Q4 		$482K Sell
7,512
-9,769
-57% -$671K ﹤0.01% 982
2018
Q3 		$1.28M Buy
17,281
+10,858
+169% +$794K ﹤0.01% 653
2018
Q2 		$457K Sell
6,423
-662
-9% -$48K ﹤0.01% 1117
2018
Q1 		$508K Sell
7,085
-681
-9% -$50.2K ﹤0.01% 1073
2017
Q4 		$560K Buy
+7,766
New +$549K ﹤0.01% 1011
2017
Q3 		– Sell
-5,705
Closed -$374K – 1901
2017
Q2 		$374K Sell
5,705
-1,018
-15% -$66.1K ﹤0.01% 1166
2017
Q1 		$425K Buy
6,723
+1,618
+32% +$100K ﹤0.01% 1075
2016
Q4 		$302K Sell
5,105
-117
-2% -$6.87K ﹤0.01% 1180
2016
Q3 		$309K Sell
5,222
-162
-3% -$9.45K ﹤0.01% 1163
2016
Q2 		$303K Buy
5,384
+3,537
+191% +$200K ﹤0.01% 1040
2016
Q1 		$104K Buy
1,847
+1,782
+2,742% +$94.5K ﹤0.01% 1602
2015
Q4 		$4K Hold
65
– – ﹤0.01% 3760
2015
Q3 		$4K Buy
+65
New +$3.74K ﹤0.01% 3691
2015
Q2 		– Sell
-58
Closed -$3K – 1125
2015
Q1 		$3K Sell
58
-2,044
-97% -$121K ﹤0.01% 3720
2014
Q4 		$123K Hold
2,102
– – ﹤0.01% 1429
2014
Q3 		$124K Buy
2,102
+11
+0.5% +$662 ﹤0.01% 1334
2014
Q2 		$126K Sell
2,091
-193
-8% -$11.4K ﹤0.01% 1284
2014
Q1 		$133K Sell
2,284
-759
-25% -$43.1K ﹤0.01% 1216
2013
Q4 		$175K Buy
3,043
+778
+34% +$43.5K ﹤0.01% 926
2013
Q3 		$122K Buy
2,265
+2,218
+4,719% +$117K ﹤0.01% 993
2013
Q2 		$2K Buy
+47
New +$2.43K ﹤0.01% 2804

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

Creative Planning's ACWI Position: Q1 2026 in Review

Creative Planning reduced its iShares MSCI ACWI ETF (ACWI) stake by 4.7% in Q1 2026, selling an estimated $325K and leaving 46,144 shares worth $6.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Creative Planning first reported a position in ACWI in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.86M in Q3 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Creative Planning held 46,144 shares of iShares MSCI ACWI ETF worth $6.38M as of Q1 2026.
  • Creative Planning sold 2,260 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $325K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1007 holding.
  • Creative Planning first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 50 quarters since.
  • Creative Planning's iShares MSCI ACWI ETF position peaked at $6.86M in Q3 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.