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Johnson Financial Group LLC (Colorado)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$505K Hold
3,653
– – 0.03% 92
2025
Q4 		$517K Buy
+3,653
New +$513K 0.03% 71

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

Johnson Financial Group LLC (Colorado)'s ACWI Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 3,653 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #92.

Johnson Financial Group LLC (Colorado) first reported a position in ACWI in Q4 2025 and has held it in 2 quarters since. The position peaked at $517K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 3,653 shares of iShares MSCI ACWI ETF worth $505K as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #92 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 2 quarters since.
  • Johnson Financial Group LLC (Colorado)'s iShares MSCI ACWI ETF position peaked at $517K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.