GWA
ACWI icon

Gutierrez Wealth Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Gutierrez Wealth Advisory’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 		$643K Hold
4,650
– – 0.4% 32
2025
Q4 		$658K Buy
4,650
+41
+0.9% +$5.75K 0.41% 29
2025
Q3 		$637K Hold
4,609
– – 0.41% 29
2025
Q2 		$593K Buy
+4,609
New +$553K 0.4% 32

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

Gutierrez Wealth Advisory's ACWI Position: Q1 2026 in Review

Gutierrez Wealth Advisory held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 4,650 shares worth $643K. The position accounts for 0.4% of the portfolio, ranked #32.

Gutierrez Wealth Advisory first reported a position in ACWI in Q2 2025 and has held it in 4 quarters since. The position peaked at $658K in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Gutierrez Wealth Advisory held 4,650 shares of iShares MSCI ACWI ETF worth $643K as of Q1 2026.
  • Gutierrez Wealth Advisory left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.4% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #32 holding.
  • Gutierrez Wealth Advisory first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 4 quarters since.
  • Gutierrez Wealth Advisory's iShares MSCI ACWI ETF position peaked at $658K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.