Financial Gravity Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Gravity Asset Management’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	$36K	Hold	260	–	–	0.01%	354
2025 Q4	$36.8K	Hold	260	–	–	0.01%	284
2025 Q3	$35.9K	Buy	+260	New	+$34.5K	0.01%	337
2025 Q1	$30.3K	Buy	+260	New	+$31.2K	0.01%	405
2024 Q2	$38.3K	Sell	341 -303	-47%	-$33.3K	0.01%	302
2024 Q1	$68.2K	Sell	644 -5,796	-90%	-$609K	0.01%	333
2023 Q4	$2.06M	Buy	6,440 +322	+5%	+$30.8K	0.02%	219
2023 Q3	$2.02M	Buy	6,118 +5,796	+1,800%	+$556K	0.02%	209
2023 Q2	$31	Sell	322 -1	-0.3%	-$93	﹤0.01%	1449
2023 Q1	$29	Buy	+323	New	+$28.8K	﹤0.01%	775
2021 Q2	–	Sell	-299	Closed	-$28	–	969
2021 Q1	$28	Buy	+299	New	+$28.1K	﹤0.01%	624
2020 Q2	–	Sell	-2	Closed	-$119	–	26
2020 Q1	$119	Buy	+2	New	+$148	﹤0.01%	860
2019 Q4	–	Sell	-492	Closed	-$36K	–	1365
2019 Q3	$36K	Hold	492	–	–	0.03%	341
2019 Q2	$36K	Hold	492	–	–	0.03%	385
2019 Q1	$36K	Buy	+492	New	+$34.2K	0.03%	369

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Granger Management New York $323M AUM 22.35% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Financial Gravity Asset Management's ACWI Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 260 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #354.

Financial Gravity Asset Management first reported a position in ACWI in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.06M in Q4 2023. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Financial Gravity Asset Management held 260 shares of iShares MSCI ACWI ETF worth $36K as of Q1 2026.
Financial Gravity Asset Management left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #354 holding.
Financial Gravity Asset Management first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 15 quarters since.
Financial Gravity Asset Management's iShares MSCI ACWI ETF position peaked at $2.06M in Q4 2023.
803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.