JWCA
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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
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% +$2.63K 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 $1.66T 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

J.W. Cole Advisors's ACWI Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 4,839 shares — an estimated $551K sold.

J.W. Cole Advisors first reported a position in ACWI in Q4 2019 and held it in 22 quarters. The position peaked at $802K in Q2 2021. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,839 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $551K.
  • J.W. Cole Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 22 quarters.
  • J.W. Cole Advisors's iShares MSCI ACWI ETF position peaked at $802K in Q2 2021.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.