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Ironwood Wealth Management (Arizona)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$317K Buy
2,293
+13
+0.6% +$1.87K 0.09% 31
2025
Q4 		$323K Buy
2,280
+346
+18% +$48.6K 0.09% 31
2025
Q3 		$267K Buy
1,934
+250
+15% +$33.2K 0.09% 31
2025
Q2 		$217K Sell
1,684
-850
-34% -$102K 0.08% 33
2025
Q1 		$295K Buy
2,534
+176
+7% +$21.1K 0.09% 31
2024
Q4 		$277K Buy
2,358
+63
+3% +$7.56K 0.09% 33
2024
Q3 		$274K Sell
2,295
-249
-10% -$28.5K 0.08% 34
2024
Q2 		$286K Buy
2,544
+509
+25% +$55.9K 0.09% 33
2024
Q1 		$224K Sell
2,035
-481
-19% -$50.5K 0.07% 34
2023
Q4 		$256K Buy
2,516
+76
+3% +$7.27K 0.09% 31
2023
Q3 		$225K Buy
2,440
+156
+7% +$15K 0.09% 33
2023
Q2 		$219K Sell
2,284
-21
-0.9% -$1.95K 0.08% 33
2023
Q1 		$210K Buy
2,305
+911
+65% +$81.3K 0.08% 34
2022
Q4 		$118K Buy
1,394
+155
+13% +$13K 0.05% 36
2022
Q3 		$104K Hold
1,239
– – 0.05% 35
2022
Q2 		$104K Sell
1,239
-72
-5% -$6.55K 0.05% 35
2022
Q1 		$131K Buy
1,311
+323
+33% +$32.2K 0.05% 36
2021
Q4 		$105K Buy
988
+513
+108% +$53.6K 0.05% 36
2021
Q3 		$47K Buy
475
+95
+25% +$9.75K 0.02% 39
2021
Q2 		$39K Buy
380
+33
+10% +$3.29K 0.02% 39
2021
Q1 		$33K Buy
347
+28
+9% +$2.63K 0.02% 38
2020
Q4 		$29K Buy
+319
New +$27.2K 0.02% 39

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 $2.54B AUM 23.56% 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 $1.56B AUM 17.86% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s ACWI Position: Q1 2026 in Review

Ironwood Wealth Management (Arizona) increased its iShares MSCI ACWI ETF (ACWI) stake by 0.57% in Q1 2026, buying an estimated $1.87K and bringing the position to 2,293 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #31.

Ironwood Wealth Management (Arizona) first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. The position peaked at $323K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Ironwood Wealth Management (Arizona) held 2,293 shares of iShares MSCI ACWI ETF worth $317K as of Q1 2026.
  • Ironwood Wealth Management (Arizona) bought 13 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $1.87K.
  • iShares MSCI ACWI ETF made up 0.09% of Ironwood Wealth Management (Arizona)'s portfolio in Q1 2026, its #31 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares MSCI ACWI ETF position peaked at $323K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 23 Apr 2026.