JMG Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

JMG Financial Group’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	$1.38M	Hold	10,000	–	–	0.04%	68
2025 Q4	$1.41M	Hold	10,000	–	–	0.04%	66
2025 Q3	$1.38M	Hold	10,000	–	–	0.04%	65
2025 Q2	$1.29M	Hold	10,000	–	–	0.04%	63
2025 Q1	$1.16M	Hold	10,000	–	–	0.04%	64
2024 Q4	$1.18M	Hold	10,000	–	–	0.04%	65
2024 Q3	$1.2M	Hold	10,000	–	–	0.04%	65
2024 Q2	$1.12M	Hold	10,000	–	–	0.04%	65
2024 Q1	$1.1M	Hold	10,000	–	–	0.04%	65
2023 Q4	$1.02M	Hold	10,000	–	–	0.04%	66
2023 Q3	$924K	Hold	10,000	–	–	0.04%	66
2023 Q2	$959K	Hold	10,000	–	–	0.05%	65
2023 Q1	$912K	Hold	10,000	–	–	0.05%	62
2022 Q4	$849K	Hold	10,000	–	–	0.05%	58
2022 Q3	$778K	Hold	10,000	–	–	0.05%	53
2022 Q2	$839K	Buy	10,000 +157	+2%	+$14.3K	0.05%	52
2022 Q1	$982K	Hold	9,843	–	–	0.05%	53
2021 Q4	$1.04M	Hold	9,843	–	–	0.05%	51
2021 Q3	$984K	Hold	9,843	–	–	0.05%	50
2021 Q2	$996K	Hold	9,843	–	–	0.06%	50
2021 Q1	$937K	Hold	9,843	–	–	0.06%	48
2020 Q4	$893K	Hold	9,843	–	–	0.06%	48
2020 Q3	$787K	Hold	9,843	–	–	0.06%	48
2020 Q2	$726K	Hold	9,843	–	–	0.06%	47
2020 Q1	$616K	Hold	9,843	–	–	0.07%	46
2019 Q4	$780K	Hold	9,843	–	–	0.08%	47
2019 Q3	$726K	Hold	9,843	–	–	0.08%	48
2019 Q2	$726K	Hold	9,843	–	–	0.08%	49
2019 Q1	$710K	Hold	9,843	–	–	0.08%	49
2018 Q4	$632K	Hold	9,843	–	–	0.07%	50
2018 Q3	$731K	Hold	9,843	–	–	0.08%	47
2018 Q2	$700K	Hold	9,843	–	–	0.08%	49
2018 Q1	$706K	Hold	9,843	–	–	0.08%	47
2017 Q4	$710K	Buy	+9,843	New	+$696K	0.08%	50

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

JMG Financial Group's ACWI Position: Q1 2026 in Review

JMG Financial Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 10,000 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #68.

JMG Financial Group first reported a position in ACWI in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.41M in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

JMG Financial Group held 10,000 shares of iShares MSCI ACWI ETF worth $1.38M as of Q1 2026.
JMG Financial Group left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.04% of JMG Financial Group's portfolio in Q1 2026, its #68 holding.
JMG Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 34 quarters since.
JMG Financial Group's iShares MSCI ACWI ETF position peaked at $1.41M in Q4 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.