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Financial Management Professionals’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Management Professionals’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 		– Sell
-63,724
Closed -$9.02M – 963
2025
Q4 		$9.02M Sell
63,724
-9,300
-13% -$1.31M 0.93% 23
2025
Q3 		$10.1M Buy
73,024
+1,931
+3% +$256K 1.05% 22
2025
Q2 		$9.14M Buy
71,093
+67,516
+1,888% +$8.09M 1.03% 21
2025
Q1 		$416K Sell
3,577
-38
-1% -$4.55K 0.05% 103
2024
Q4 		$425K Buy
3,615
+1,445
+67% +$173K 0.05% 104
2024
Q3 		$259K Sell
2,170
-59,409
-96% -$6.81M 0.03% 127
2024
Q2 		$6.92M Buy
61,579
+574
+0.9% +$63.1K 0.95% 23
2024
Q1 		$6.72M Hold
61,005
– – 0.99% 25
2023
Q4 		$6.21M Buy
61,005
+633
+1% +$60.6K 1.01% 25
2023
Q3 		$5.58M Buy
+60,372
New +$5.79M 0.98% 24
2023
Q2 		– Sell
-98,426
Closed -$8.97M – 911
2023
Q1 		$8.97M Buy
98,426
+95,766
+3,600% +$8.54M 1.73% 18
2022
Q4 		$226K Hold
2,660
– – 0.05% 105
2022
Q3 		$207K Sell
2,660
-101,939
-97% -$8.81M 0.05% 94
2022
Q2 		$8.78M Buy
+104,599
New +$9.52M 2.13% 12
2021
Q2 		– Sell
-115,986
Closed -$11M – 887
2021
Q1 		$11M Sell
115,986
-1,052
-0.9% -$98.8K 2.95% 7
2020
Q4 		$10.6M Buy
117,038
+2,180
+2% +$186K 2.98% 9
2020
Q3 		$9.18M Sell
114,858
-56,050
-33% -$4.44M 3.27% 6
2020
Q2 		$12.6M Buy
170,908
+70,150
+70% +$4.89M 4.35% 7
2020
Q1 		$6.3M Buy
+100,758
New +$7.46M 2.67% 10

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 Management Professionals's ACWI Position: Q1 2026 in Review

Financial Management Professionals sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 63,724 shares — an estimated $9.02M sold.

Financial Management Professionals first reported a position in ACWI in Q1 2020 and held it in 19 quarters. The position peaked at $12.6M in Q2 2020. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Financial Management Professionals reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Management Professionals sold 63,724 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $9.02M.
  • Financial Management Professionals first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 19 quarters.
  • Financial Management Professionals's iShares MSCI ACWI ETF position peaked at $12.6M in Q2 2020.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Financial Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.