LPL Financial
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LPL Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

LPL Financial’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 		$50.9M Buy
368,160
+4,025
+1% +$579K 0.01% 910
2025
Q4 		$51.5M Sell
364,135
-66,763
-15% -$9.37M 0.01% 858
2025
Q3 		$59.6M Buy
430,898
+123,552
+40% +$16.4M 0.02% 760
2025
Q2 		$39.5M Buy
307,346
+55,812
+22% +$6.69M 0.01% 887
2025
Q1 		$29.3M Sell
251,534
-26,923
-10% -$3.23M 0.01% 936
2024
Q4 		$32.7M Buy
278,457
+40,569
+17% +$4.87M 0.01% 840
2024
Q3 		$28.4M Buy
237,888
+56,523
+31% +$6.48M 0.01% 865
2024
Q2 		$20.4M Sell
181,365
-19,960
-10% -$2.19M 0.01% 960
2024
Q1 		$22.2M Buy
201,325
+32,735
+19% +$3.44M 0.01% 896
2023
Q4 		$17.2M Buy
168,590
+4,369
+3% +$418K 0.01% 951
2023
Q3 		$15.2M Buy
164,221
+13,309
+9% +$1.28M 0.01% 934
2023
Q2 		$14.5M Buy
150,912
+3,606
+2% +$335K 0.01% 934
2023
Q1 		$13.4M Sell
147,306
-13,856
-9% -$1.24M 0.01% 941
2022
Q4 		$13.7M Sell
161,162
-10,783
-6% -$908K 0.01% 864
2022
Q3 		$13.4M Sell
171,945
-61,342
-26% -$5.3M 0.01% 813
2022
Q2 		$19.6M Buy
233,287
+1,112
+0.5% +$101K 0.02% 656
2022
Q1 		$23.2M Buy
232,175
+18,143
+8% +$1.81M 0.02% 612
2021
Q4 		$22.6M Buy
214,032
+47,810
+29% +$5M 0.02% 631
2021
Q3 		$16.6M Buy
166,222
+22,165
+15% +$2.28M 0.02% 706
2021
Q2 		$14.6M Sell
144,057
-105,687
-42% -$10.5M 0.01% 721
2021
Q1 		$23.8M Buy
249,744
+120,263
+93% +$11.3M 0.03% 478
2020
Q4 		$11.7M Buy
129,481
+5,654
+5% +$483K 0.02% 679
2020
Q3 		$9.9M Buy
123,827
+818
+0.7% +$64.8K 0.02% 651
2020
Q2 		$9.07M Sell
123,009
-9,726
-7% -$679K 0.02% 624
2020
Q1 		$8.3M Sell
132,735
-110,196
-45% -$8.16M 0.02% 559
2019
Q4 		$19.3M Sell
242,931
-1,524
-0.6% -$117K 0.04% 367
2019
Q3 		$18M Buy
244,455
+18,384
+8% +$1.35M 0.04% 356
2019
Q2 		$16.7M Buy
226,071
+14,723
+7% +$1.07M 0.04% 372
2019
Q1 		$15.2M Sell
211,348
-12,343
-6% -$858K 0.03% 371
2018
Q4 		$14.4M Sell
223,691
-210,816
-49% -$14.5M 0.04% 350
2018
Q3 		$32.3M Buy
434,507
+26,334
+6% +$1.93M 0.08% 219
2018
Q2 		$29M Buy
408,173
+16,571
+4% +$1.2M 0.08% 214
2018
Q1 		$28.1M Buy
391,602
+293,242
+298% +$21.6M 0.08% 221
2017
Q4 		$7.09M Sell
98,360
-6,232
-6% -$441K 0.02% 523
2017
Q3 		$7.2M Sell
104,592
-23,801
-19% -$1.6M 0.03% 471
2017
Q2 		$8.41M Buy
128,393
+7,648
+6% +$496K 0.03% 407
2017
Q1 		$7.64M Buy
120,745
+4,483
+4% +$278K 0.05% 317
2016
Q4 		$6.93M Buy
116,262
+3,941
+4% +$231K 0.05% 314
2016
Q3 		$6.6M Buy
112,321
+7,810
+7% +$455K 0.06% 291
2016
Q2 		$5.83M Sell
104,511
-72,396
-41% -$4.09M 0.05% 323
2016
Q1 		$9.73M Sell
176,907
-9,172
-5% -$487K 0.03% 447
2015
Q4 		$10.2M Buy
186,079
+110,975
+148% +$6.34M 0.03% 443
2015
Q3 		$4.21M Buy
75,104
+19,586
+35% +$1.13M 0.02% 523
2015
Q2 		$3.28M Sell
55,518
-9,066
-14% -$560K 0.02% 686
2015
Q1 		$3.89M Buy
64,584
+9,853
+18% +$586K 0.02% 619
2014
Q4 		$3.2M Buy
54,731
+330
+0.6% +$19.4K 0.02% 669
2014
Q3 		$3.16M Buy
54,401
+38
+0.1% +$2.29K 0.02% 640
2014
Q2 		$3.28M Sell
54,363
-885
-2% -$52.5K 0.02% 642
2014
Q1 		$3.21M Sell
55,248
-2,017
-4% -$115K 0.02% 607
2013
Q4 		$3.3M Buy
57,265
+779
+1% +$43.6K 0.02% 589
2013
Q3 		$3.1M Sell
56,486
-2,681
-5% -$141K 0.02% 584
2013
Q2 		$2.96M Buy
+59,167
New +$3.06M 0.02% 557

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

LPL Financial's ACWI Position: Q1 2026 in Review

LPL Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 1.1% in Q1 2026, buying an estimated $579K and bringing the position to 368,160 shares worth $50.9M. The position accounts for 0.01% of the portfolio, ranked #910.

LPL Financial first reported a position in ACWI in Q2 2013 and has held it in 52 quarters since. The position peaked at $59.6M in Q3 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • LPL Financial held 368,160 shares of iShares MSCI ACWI ETF worth $50.9M as of Q1 2026.
  • LPL Financial bought 4,025 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $579K.
  • iShares MSCI ACWI ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #910 holding.
  • LPL Financial first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares MSCI ACWI ETF position peaked at $59.6M in Q3 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.