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Frederick Financial Consultants’s iShares MSCI ACWI ETF ACWI Stock Holding History

Frederick Financial Consultants’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 		$295K Buy
2,133
+47
+2% +$6.76K 0.15% 82
2025
Q4 		$295K Buy
2,086
+124
+6% +$17.4K 0.16% 77
2025
Q3 		$271K Buy
1,962
+163
+9% +$21.7K 0.15% 86
2025
Q2 		$231K Buy
+1,799
New +$216K 0.14% 93

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 $2.54B AUM 23.56% 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 $1.56B AUM 17.86% 1-Year Est. Return

Frederick Financial Consultants's ACWI Position: Q1 2026 in Review

Frederick Financial Consultants increased its iShares MSCI ACWI ETF (ACWI) stake by 2.3% in Q1 2026, buying an estimated $6.76K and bringing the position to 2,133 shares worth $295K. The position accounts for 0.15% of the portfolio, ranked #82.

Frederick Financial Consultants first reported a position in ACWI in Q2 2025 and has held it in 4 quarters since. The position peaked at $295K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Frederick Financial Consultants held 2,133 shares of iShares MSCI ACWI ETF worth $295K as of Q1 2026.
  • Frederick Financial Consultants bought 47 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $6.76K.
  • iShares MSCI ACWI ETF made up 0.15% of Frederick Financial Consultants's portfolio in Q1 2026, its #82 holding.
  • Frederick Financial Consultants first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 4 quarters since.
  • Frederick Financial Consultants's iShares MSCI ACWI ETF position peaked at $295K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

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