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GR Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

GR Financial 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 		$254K Hold
1,837
– – 0.08% 20
2025
Q4 		$260K Buy
1,837
+16
+0.9% +$2.25K 0.06% 24
2025
Q3 		$252K Sell
1,821
-86
-5% -$11.4K 0.06% 23
2025
Q2 		$245K Sell
1,907
-1,052
-36% -$126K 0.06% 22
2025
Q1 		$344K Sell
2,959
-984
-25% -$118K 0.05% 19
2024
Q4 		$463K Sell
3,943
-16
-0.4% -$1.92K 0.08% 14
2024
Q3 		$473K Hold
3,959
– – 0.08% 7
2024
Q2 		$445K Sell
3,959
-184
-4% -$20.2K 0.1% 9
2024
Q1 		$456K Sell
4,143
-437,628
-99% -$46M 0.11% 8
2023
Q4 		$45M Buy
441,771
+192,052
+77% +$18.4M 15.97% 2
2023
Q3 		$23.1M Sell
249,719
-222,583
-47% -$21.4M 6.45% 4
2023
Q2 		$45.3M Buy
472,302
+8,508
+2% +$790K 14.08% 2
2023
Q1 		$42.3M Buy
463,794
+141
+0% +$12.6K 15.06% 2
2022
Q4 		$39.4M Buy
+463,653
New +$39M 13.21% 3

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

GR Financial Group's ACWI Position: Q1 2026 in Review

GR Financial Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 1,837 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #20.

GR Financial Group first reported a position in ACWI in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.3M in Q2 2023. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • GR Financial Group held 1,837 shares of iShares MSCI ACWI ETF worth $254K as of Q1 2026.
  • GR Financial Group left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.08% of GR Financial Group's portfolio in Q1 2026, its #20 holding.
  • GR Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 14 quarters since.
  • GR Financial Group's iShares MSCI ACWI ETF position peaked at $45.3M in Q2 2023.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on GR Financial Group's 13F filing for Q1 2026, filed 11 May 2026.