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Lowe Brockenbrough & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lowe Brockenbrough & Co’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 		$88.7M Sell
641,227
-7,775
-1% -$1.12M 4.42% 2
2025
Q4 		$91.8M Sell
649,002
-61,693
-9% -$8.66M 4.52% 2
2025
Q3 		$98.2M Buy
710,695
+212,000
+43% +$28.2M 5.05% 2
2025
Q2 		$64.1M Buy
498,695
+421,725
+548% +$50.6M 3.61% 3
2025
Q1 		$8.96M Sell
76,970
-2,950
-4% -$353K 0.59% 52
2024
Q4 		$9.39M Sell
79,920
-2,100
-3% -$252K 0.6% 52
2024
Q3 		$9.81M Buy
82,020
+70,015
+583% +$8.02M 0.63% 53
2024
Q2 		$1.35M Hold
12,005
– – 0.09% 149
2024
Q1 		$1.32M Sell
12,005
-108,258
-90% -$11.4M 0.09% 155
2023
Q4 		$12.2M Buy
120,263
+108,258
+902% +$10.4M 0.95% 32
2023
Q3 		$1.11M Hold
12,005
– – 0.09% 167
2023
Q2 		$1.15M Sell
12,005
-70
-0.6% -$6.5K 0.09% 167
2023
Q1 		$1.1M Sell
12,075
-6,830
-36% -$609K 0.09% 169
2022
Q4 		$1.6M Sell
18,905
-10,655
-36% -$897K 0.14% 135
2022
Q3 		$2.3M Sell
29,560
-66,813
-69% -$5.77M 0.22% 105
2022
Q2 		$8.09M Buy
96,373
+49,310
+105% +$4.49M 0.71% 44
2022
Q1 		$4.7M Buy
47,063
+11,535
+32% +$1.15M 0.35% 81
2021
Q4 		$3.76M Sell
35,528
-175,450
-83% -$18.3M 0.27% 90
2021
Q3 		$21.1M Buy
+210,978
New +$21.7M 1.64% 9

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

Lowe Brockenbrough & Co's ACWI Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.2% in Q1 2026, selling an estimated $1.12M and leaving 641,227 shares worth $88.7M. The position accounts for 4.42% of the portfolio, ranked #2.

Lowe Brockenbrough & Co first reported a position in ACWI in Q3 2021 and has held it in 19 quarters since. The position peaked at $98.2M in Q3 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Lowe Brockenbrough & Co held 641,227 shares of iShares MSCI ACWI ETF worth $88.7M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 7,775 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $1.12M.
  • iShares MSCI ACWI ETF made up 4.42% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #2 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares MSCI ACWI ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's iShares MSCI ACWI ETF position peaked at $98.2M in Q3 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.