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HBK Sorce Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

HBK Sorce 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 		$607K Buy
3,907
+453
+13% +$65.1K 0.01% 340
2025
Q4 		$505K Buy
3,454
+62
+2% +$8.7K 0.01% 367
2025
Q3 		$470K Buy
3,392
+271
+9% +$36K 0.01% 369
2025
Q2 		$401K Buy
3,121
+52
+2% +$6.23K 0.01% 386
2025
Q1 		$357K Hold
3,069
– – 0.01% 410
2024
Q4 		$361K Hold
3,069
– – 0.01% 409
2024
Q3 		$367K Buy
3,069
+46
+2% +$5.27K 0.01% 413
2024
Q2 		$340K Sell
3,023
-276
-8% -$30.3K 0.01% 412
2024
Q1 		$363K Buy
3,299
+327
+11% +$34.3K 0.01% 409
2023
Q4 		$302K Sell
2,972
-65
-2% -$6.22K 0.01% 420
2023
Q3 		$280K Sell
3,037
-35
-1% -$3.36K 0.01% 434
2023
Q2 		$295K Buy
3,072
+53
+2% +$4.92K 0.01% 442
2023
Q1 		$275K Sell
3,019
-2,127
-41% -$190K 0.01% 458
2022
Q4 		$437K Buy
+5,146
New +$433K 0.01% 438
2022
Q3 		– Sell
-2,555
Closed -$214K – 604
2022
Q2 		$214K Hold
2,555
– – 0.02% 407
2022
Q1 		$255K Hold
2,555
– – 0.01% 439
2021
Q4 		$270K Hold
2,555
– – 0.01% 477
2021
Q3 		$255K Hold
2,555
– – 0.01% 477
2021
Q2 		$259K Hold
2,555
– – 0.01% 482
2021
Q1 		$243K Hold
2,555
– – 0.01% 458
2020
Q4 		$232K Hold
2,555
– – 0.01% 441
2020
Q3 		$204K Buy
+2,555
New +$202K 0.01% 422

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

HBK Sorce Advisory's ACWI Position: Q1 2026 in Review

HBK Sorce Advisory increased its iShares MSCI ACWI ETF (ACWI) stake by 13% in Q1 2026, buying an estimated $65.1K and bringing the position to 3,907 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #340.

HBK Sorce Advisory first reported a position in ACWI in Q3 2020 and has held it in 22 quarters since. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • HBK Sorce Advisory held 3,907 shares of iShares MSCI ACWI ETF worth $607K as of Q1 2026.
  • HBK Sorce Advisory bought 453 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $65.1K.
  • iShares MSCI ACWI ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #340 holding.
  • HBK Sorce Advisory first reported a position in iShares MSCI ACWI ETF in Q3 2020 and has held it in 22 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.