MASECO Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.7M Hold
12,310
0.05% 51
2025
Q4
$1.74M Buy
+12,310
New +$1.73M 0.08% 44
2025
Q3
Sell
-12,283
Closed -$1.58M 271
2025
Q2
$1.58M Buy
+12,283
New +$1.47M 0.06% 52

Other funds holding ACWI

MASECO Private Wealth's ACWI Position: Q1 2026 in Review

MASECO Private Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 12,310 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #51.

MASECO Private Wealth first reported a position in ACWI in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.74M in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • MASECO Private Wealth held 12,310 shares of iShares MSCI ACWI ETF worth $1.7M as of Q1 2026.
  • MASECO Private Wealth left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.05% of MASECO Private Wealth's portfolio in Q1 2026, its #51 holding.
  • MASECO Private Wealth first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's iShares MSCI ACWI ETF position peaked at $1.74M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.