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JPL Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

JPL Wealth Management’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 		$96.7K Buy
+699
New +$100K 0.02% 167
2025
Q4 		– Sell
-1,061
Closed -$147K – 126
2025
Q3 		$147K Buy
+1,061
New +$141K 0.03% 143

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

JPL Wealth Management's ACWI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q1 2026: 699 shares worth $96.7K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ACWI as recently as Q3 2025.

JPL Wealth Management first reported a position in ACWI in Q3 2025 and has held it in 2 quarters since. The position peaked at $147K in Q3 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • JPL Wealth Management held 699 shares of iShares MSCI ACWI ETF worth $96.7K as of Q1 2026.
  • iShares MSCI ACWI ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #167 holding.
  • JPL Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares MSCI ACWI ETF position peaked at $147K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.