Financial Consulate’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Consulate’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	$1.96K	Hold	14	–	–	﹤0.01%	988
2025 Q4	$2K	Hold	14	–	–	﹤0.01%	891
2025 Q3	$1.94K	Buy	+14	New	+$1.86K	﹤0.01%	784
2023 Q3	–	Sell	-2,452	Closed	-$235K	–	39
2023 Q2	$235K	Sell	2,452 -218	-8%	-$20.2K	0.1%	38
2023 Q1	$243K	Hold	2,670	–	–	0.08%	109
2022 Q4	$227K	Sell	2,670 -230	-8%	-$19.4K	0.08%	127
2022 Q3	$226K	Hold	2,900	–	–	0.1%	110
2022 Q2	$243K	Hold	2,900	–	–	0.11%	107
2022 Q1	$289K	Hold	2,900	–	–	0.11%	101
2021 Q4	$307K	Hold	2,900	–	–	0.11%	106
2021 Q3	$290K	Hold	2,900	–	–	0.11%	104
2021 Q2	$293K	Hold	2,900	–	–	0.11%	95
2021 Q1	$276K	Sell	2,900 -407	-12%	-$38.2K	0.11%	92
2020 Q4	$300K	Sell	3,307 -34	-1%	-$2.9K	0.13%	82
2020 Q3	$267K	Sell	3,341 -50	-1%	-$3.96K	0.13%	81
2020 Q2	$250K	Sell	3,391 -476	-12%	-$33.2K	0.13%	81
2020 Q1	$242K	Buy	3,867 +15	+0.4%	+$1.11K	0.14%	82
2019 Q4	$305K	Sell	3,852 -1,990	-34%	-$152K	0.13%	78
2019 Q3	$431K	Buy	5,842 +2,942	+101%	+$216K	0.19%	68
2019 Q2	$214K	Hold	2,900	–	–	0.1%	94
2019 Q1	$209K	Sell	2,900 -34,501	-92%	-$2.4M	0.1%	102
2018 Q4	$2.4M	Buy	37,401 +34,501	+1,190%	+$2.37M	1.44%	17
2018 Q3	$215K	Hold	2,900	–	–	0.12%	113
2018 Q2	$206K	Hold	2,900	–	–	0.1%	113
2018 Q1	$208K	Hold	2,900	–	–	0.11%	103
2017 Q4	$209K	Buy	+2,900	New	+$205K	0.11%	96

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Financial Consulate's ACWI Position: Q1 2026 in Review

Financial Consulate held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 14 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Financial Consulate first reported a position in ACWI in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.4M in Q4 2018. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Financial Consulate held 14 shares of iShares MSCI ACWI ETF worth $1.96K as of Q1 2026.
Financial Consulate left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #988 holding.
Financial Consulate first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 26 quarters since.
Financial Consulate's iShares MSCI ACWI ETF position peaked at $2.4M in Q4 2018.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.