Financial Engines Advisors
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Financial Engines Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Engines 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 		$932K Sell
6,737
-3,352
-33% -$482K ﹤0.01% 315
2025
Q4 		$1.43M Buy
10,089
+742
+8% +$104K ﹤0.01% 271
2025
Q3 		$1.29M Buy
9,347
+3,908
+72% +$519K ﹤0.01% 279
2025
Q2 		$699K Buy
5,439
+1
+0% +$120 ﹤0.01% 344
2025
Q1 		$633K Sell
5,438
-4
-0.1% -$479 ﹤0.01% 305
2024
Q4 		$639K Sell
5,442
-18
-0.3% -$2.16K ﹤0.01% 302
2024
Q3 		$653K Buy
5,460
+151
+3% +$17.3K ﹤0.01% 262
2024
Q2 		$597K Sell
5,309
-270
-5% -$29.7K ﹤0.01% 249
2024
Q1 		$614K Sell
5,579
-878
-14% -$92.2K ﹤0.01% 232
2023
Q4 		$657K Buy
6,457
+28
+0.4% +$2.68K ﹤0.01% 211
2023
Q3 		$594K Buy
6,429
+715
+13% +$68.6K ﹤0.01% 194
2023
Q2 		$548K Sell
5,714
-251
-4% -$23.3K ﹤0.01% 203
2023
Q1 		$544K Sell
5,965
-5,437
-48% -$485K ﹤0.01% 208
2022
Q4 		$968K Buy
11,402
+1,048
+10% +$88.2K ﹤0.01% 174
2022
Q3 		$805K Buy
10,354
+3,175
+44% +$274K ﹤0.01% 174
2022
Q2 		$602K Buy
7,179
+4,620
+181% +$420K ﹤0.01% 188
2022
Q1 		$255K Buy
+2,559
New +$255K ﹤0.01% 278

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

Financial Engines Advisors's ACWI Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 33% in Q1 2026, selling an estimated $482K and leaving 6,737 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Financial Engines Advisors first reported a position in ACWI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.43M in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Financial Engines Advisors held 6,737 shares of iShares MSCI ACWI ETF worth $932K as of Q1 2026.
  • Financial Engines Advisors sold 3,352 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $482K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #315 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 17 quarters since.
  • Financial Engines Advisors's iShares MSCI ACWI ETF position peaked at $1.43M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.