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

Insigneo 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	$3.71M	Buy	26,824 +1,157	+5%	+$166K	0.26%	63
2025 Q4	$3.63M	Buy	25,667 +5,166	+25%	+$725K	0.26%	61
2025 Q3	$2.83M	Buy	20,501 +2,536	+14%	+$337K	0.2%	90
2025 Q2	$2.31M	Buy	17,965 +2,325	+15%	+$279K	0.2%	97
2025 Q1	$1.82M	Buy	15,640 +1,587	+11%	+$190K	0.19%	108
2024 Q4	$1.65M	Buy	14,053 +4,272	+44%	+$513K	0.17%	111
2024 Q3	$1.17M	Hold	9,781	–	–	0.12%	163
2024 Q2	$1.05M	Buy	9,781 +515	+6%	+$56.6K	0.12%	164
2024 Q1	$1.02M	Buy	9,266 +2,000	+28%	+$210K	0.12%	162
2023 Q4	$739K	Hold	7,266	–	–	0.1%	177
2023 Q3	$671K	Hold	7,266	–	–	0.14%	151
2023 Q2	$697K	Buy	+7,266	New	+$674K	0.13%	154

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

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

Insigneo Advisory Services increased its iShares MSCI ACWI ETF (ACWI) stake by 4.5% in Q1 2026, buying an estimated $166K and bringing the position to 26,824 shares worth $3.71M. The position accounts for 0.26% of the portfolio, ranked #63.

Insigneo Advisory Services first reported a position in ACWI in Q2 2023 and has held it in 12 quarters since. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Insigneo Advisory Services held 26,824 shares of iShares MSCI ACWI ETF worth $3.71M as of Q1 2026.
Insigneo Advisory Services bought 1,157 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $166K.
iShares MSCI ACWI ETF made up 0.26% of Insigneo Advisory Services's portfolio in Q1 2026, its #63 holding.
Insigneo Advisory Services first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 12 quarters since.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.