GM Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

GM Advisory Group’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	$448K	Hold	3,235	–	–	0.02%	249
2025 Q4	$458K	Buy	3,235 +1	+0%	+$140	0.02%	224
2025 Q3	$447K	Sell	3,234 -200	-6%	-$26.6K	0.02%	200
2025 Q2	$442K	Sell	3,434 -500	-13%	-$59.9K	0.02%	205
2025 Q1	$458K	Buy	3,934 +441	+13%	+$52.8K	0.02%	182
2024 Q4	$410K	Buy	3,493 +368	+12%	+$44.2K	0.02%	185
2024 Q3	$374K	Hold	3,125	–	–	0.02%	184
2024 Q2	$351K	Buy	3,125 +16	+0.5%	+$1.76K	0.02%	175
2024 Q1	$342K	Buy	3,109 +18	+0.6%	+$1.89K	0.02%	175
2023 Q4	$315K	Buy	3,091 +32	+1%	+$3.06K	0.02%	169
2023 Q3	$283K	Hold	3,059	–	–	0.02%	162
2023 Q2	$293K	Buy	3,059 +25	+0.8%	+$2.32K	0.02%	157
2023 Q1	$277K	Buy	3,034 +44	+1%	+$3.92K	0.03%	158
2022 Q4	$254K	Buy	2,990 +235	+9%	+$19.8K	0.03%	153
2022 Q3	$214K	Hold	2,755	–	–	0.03%	165
2022 Q2	$231K	Hold	2,755	–	–	0.04%	162
2022 Q1	$275K	Sell	2,755 -265	-9%	-$26.4K	0.03%	162
2021 Q4	$319K	Buy	3,020 +97	+3%	+$10.1K	0.03%	155
2021 Q3	$292K	Hold	2,923	–	–	0.03%	163
2021 Q2	$296K	Hold	2,923	–	–	0.03%	161
2021 Q1	$278K	Buy	2,923 +91	+3%	+$8.55K	0.03%	162
2020 Q4	$257K	Buy	+2,832	New	+$242K	0.03%	147
2019 Q4	–	Sell	-5,308	Closed	-$391K	–	98
2019 Q3	$391K	Buy	5,308 +641	+14%	+$47K	0.12%	66
2019 Q2	$344K	Sell	4,667 -537	-10%	-$39.2K	0.11%	74
2019 Q1	$375K	Buy	5,204 +120	+2%	+$8.34K	0.12%	70
2018 Q4	$326K	Sell	5,084 -5,950	-54%	-$409K	0.12%	71
2018 Q3	$819K	Sell	11,034 -540	-5%	-$39.5K	0.26%	52
2018 Q2	$823K	Sell	11,574 -1,055	-8%	-$76.5K	0.24%	52
2018 Q1	$905K	Buy	12,629 +1,840	+17%	+$136K	0.27%	48
2017 Q4	$778K	Buy	10,789 +50	+0.5%	+$3.54K	0.21%	53
2017 Q3	$739K	Buy	10,739 +2,464	+30%	+$166K	0.23%	51
2017 Q2	$542K	Buy	+8,275	New	+$537K	0.17%	58

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

GM Advisory Group's ACWI Position: Q1 2026 in Review

GM Advisory Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 3,235 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #249.

GM Advisory Group first reported a position in ACWI in Q2 2017 and has held it in 32 quarters since. The position peaked at $905K in Q1 2018. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

GM Advisory Group held 3,235 shares of iShares MSCI ACWI ETF worth $448K as of Q1 2026.
GM Advisory Group left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #249 holding.
GM Advisory Group first reported a position in iShares MSCI ACWI ETF in Q2 2017 and has held it in 32 quarters since.
GM Advisory Group's iShares MSCI ACWI ETF position peaked at $905K in Q1 2018.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.