J.W. Cole Advisors
ACWI icon

J.W. Cole Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

J.W. Cole Advisors’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
Q3 		$859K Sell
5,412
-36
-0.7% -$5.72K 0.01% 799
2026
Q2 		$855K Buy
+5,448
New +$832K 0.01% 794
2026
Q1 		– Sell
-4,839
Closed -$551K – 786
2025
Q4 		$551K Buy
4,839
+123
+3% +$17.3K 0.01% 854
2025
Q3 		$652K Buy
4,716
+24
+0.5% +$3.19K 0.01% 892
2025
Q2 		$603K Buy
4,692
+961
+26% +$115K 0.01% 854
2025
Q1 		$434K Sell
3,731
-701
-16% -$84K 0.01% 805
2024
Q4 		$521K Buy
4,432
+192
+5% +$23K 0.02% 593
2024
Q3 		$507K Buy
4,240
+23
+0.5% +$2.64K 0.02% 592
2024
Q2 		$474K Buy
4,217
+21
+0.5% +$2.31K 0.02% 532
2024
Q1 		$462K Sell
4,196
-1
-0% -$105 0.02% 551
2023
Q4 		$427K Buy
4,197
+23
+0.6% +$2.2K 0.03% 532
2023
Q3 		$386K Hold
4,174
– – 0.03% 486
2023
Q2 		$400K Buy
4,174
+17
+0.4% +$1.58K 0.03% 485
2023
Q1 		$379K Hold
4,157
– – 0.03% 523
2022
Q4 		$353K Sell
4,157
-2,601
-38% -$219K 0.03% 506
2022
Q3 		$526K Hold
6,758
– – 0.04% 386
2022
Q2 		$567K Sell
6,758
-84
-1% -$7.64K 0.05% 374
2022
Q1 		$683K Buy
6,842
+1
+0% +$100 0.05% 367
2021
Q4 		$724K Buy
+6,841
New +$715K 0.05% 363
2021
Q3 		– Sell
-7,926
Closed -$802K – 479
2021
Q2 		$802K Buy
7,926
+4,058
+105% +$404K 0.06% 313
2021
Q1 		$368K Sell
3,868
-76
-2% -$7.14K 0.04% 463
2020
Q4 		$358K Buy
3,944
+466
+13% +$39.8K 0.04% 424
2020
Q3 		$278K Buy
+3,478
New +$275K 0.02% 571
2020
Q1 		– Sell
-4,527
Closed -$359K – 105
2019
Q4 		$359K Buy
+4,527
New +$346K 0.05% 376

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $61.1B AUM 31.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
CC
Copos Capital Luxembourg $936M AUM
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

J.W. Cole Advisors's ACWI Position: Q3 2026 in Review

J.W. Cole Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.66% in Q3 2026, selling an estimated $5.72K and leaving 5,412 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #799.

J.W. Cole Advisors first reported a position in ACWI in Q4 2019 and has held it in 24 quarters since. 720 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • J.W. Cole Advisors held 5,412 shares of iShares MSCI ACWI ETF worth $859K as of Q3 2026.
  • J.W. Cole Advisors sold 36 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $5.72K.
  • iShares MSCI ACWI ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #799 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 24 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.