IMA Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

IMA Advisory Services’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	$83.2K	Hold	601	–	–	0.01%	224
2025 Q4	$85.1K	Buy	601 +5	+0.8%	+$702	0.01%	219
2025 Q3	$82.4K	Hold	596	–	–	0.01%	208
2025 Q2	$76.6K	Buy	596 +5	+0.8%	+$599	0.01%	203
2025 Q1	$68.8K	Buy	+591	New	+$70.8K	0.01%	213

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

IMA Advisory Services's ACWI Position: Q1 2026 in Review

IMA Advisory Services held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 601 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #224.

IMA Advisory Services first reported a position in ACWI in Q1 2025 and has held it in 5 quarters since. The position peaked at $85.1K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

IMA Advisory Services held 601 shares of iShares MSCI ACWI ETF worth $83.2K as of Q1 2026.
IMA Advisory Services left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #224 holding.
IMA Advisory Services first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 5 quarters since.
IMA Advisory Services's iShares MSCI ACWI ETF position peaked at $85.1K in Q4 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.