LJCM
ACWI icon

Lee Johnson Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lee Johnson Capital 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 		$2.04M Buy
14,751
+6,914
+88% +$994K 0.73% 27
2025
Q4 		$1.11M Buy
7,837
+105
+1% +$14.7K 0.38% 52
2025
Q3 		$1.07M Buy
+7,732
New +$1.03M 0.36% 57
2024
Q3 		– Sell
-341,056
Closed -$38.3M – 34
2024
Q2 		$38.3M Buy
+341,056
New +$37.5M 19.56% 2

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

Lee Johnson Capital Management's ACWI Position: Q1 2026 in Review

Lee Johnson Capital Management increased its iShares MSCI ACWI ETF (ACWI) stake by 88% in Q1 2026, buying an estimated $994K and bringing the position to 14,751 shares worth $2.04M. The position accounts for 0.73% of the portfolio, ranked #27.

Lee Johnson Capital Management first reported a position in ACWI in Q2 2024 and has held it in 4 quarters since. The position peaked at $38.3M in Q2 2024. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Lee Johnson Capital Management held 14,751 shares of iShares MSCI ACWI ETF worth $2.04M as of Q1 2026.
  • Lee Johnson Capital Management bought 6,914 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $994K.
  • iShares MSCI ACWI ETF made up 0.73% of Lee Johnson Capital Management's portfolio in Q1 2026, its #27 holding.
  • Lee Johnson Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 4 quarters since.
  • Lee Johnson Capital Management's iShares MSCI ACWI ETF position peaked at $38.3M in Q2 2024.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.