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Mather Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mather Group’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 		$736K Sell
5,319
-592
-10% -$85.1K 0.01% 398
2025
Q4 		$836K Sell
5,911
-605
-9% -$84.9K 0.01% 313
2025
Q3 		$901K Sell
6,516
-196
-3% -$26K 0.01% 299
2025
Q2 		$863K Sell
6,712
-135
-2% -$16.2K 0.01% 288
2025
Q1 		$797K Buy
6,847
+721
+12% +$86.4K 0.01% 283
2024
Q4 		$720K Buy
6,126
+406
+7% +$48.7K 0.01% 279
2024
Q3 		$684K Sell
5,720
-1,616
-22% -$185K 0.01% 300
2024
Q2 		$808K Buy
7,336
+2,682
+58% +$295K 0.01% 303
2024
Q1 		$474K Buy
4,654
+99
+2% +$10.4K 0.01% 350
2023
Q4 		$464K Sell
4,555
-7
-0.2% -$670 0.01% 369
2023
Q3 		$421K Sell
4,562
-3,309
-42% -$317K 0.01% 364
2023
Q2 		$755K Buy
7,871
+1,606
+26% +$149K 0.01% 268
2023
Q1 		$571K Sell
6,265
-385
-6% -$34.3K 0.01% 305
2022
Q4 		$564K Buy
6,650
+209
+3% +$17.6K 0.01% 298
2022
Q3 		$501K Buy
6,441
+50
+0.8% +$4.32K 0.01% 285
2022
Q2 		$536K Sell
6,391
-1
-0% -$91 0.01% 241
2022
Q1 		$638K Sell
6,392
-1,682
-21% -$168K 0.01% 227
2021
Q4 		$854K Sell
8,074
-851
-10% -$88.9K 0.02% 164
2021
Q3 		$892K Sell
8,925
-995
-10% -$102K 0.02% 125
2021
Q2 		$1M Sell
9,920
-5,746
-37% -$573K 0.03% 110
2021
Q1 		$1.49M Sell
15,666
-2,527
-14% -$237K 0.04% 80
2020
Q4 		$1.65M Sell
18,193
-3,550
-16% -$303K 0.05% 71
2020
Q3 		$1.74M Sell
21,743
-1,754
-7% -$139K 0.07% 62
2020
Q2 		$1.73M Sell
23,497
-1,237
-5% -$86.3K 0.08% 63
2020
Q1 		$1.55M Sell
24,734
-2,820
-10% -$209K 0.11% 55
2019
Q4 		$2.18M Buy
27,554
+10,024
+57% +$766K 0.14% 54
2019
Q3 		$1.29M Buy
17,530
+6,766
+63% +$496K 0.09% 47
2019
Q2 		$793K Buy
10,764
+5,306
+97% +$387K 0.06% 48
2019
Q1 		$394K Sell
5,458
-16,074
-75% -$1.12M 0.03% 54
2018
Q4 		$1.38M Buy
21,532
+944
+5% +$64.8K 0.13% 46
2018
Q3 		$1.53M Buy
+20,588
New +$1.51M 0.14% 38

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

Mather Group's ACWI Position: Q1 2026 in Review

Mather Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q1 2026, selling an estimated $85.1K and leaving 5,319 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #398.

Mather Group first reported a position in ACWI in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.18M in Q4 2019. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Mather Group held 5,319 shares of iShares MSCI ACWI ETF worth $736K as of Q1 2026.
  • Mather Group sold 592 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $85.1K.
  • iShares MSCI ACWI ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #398 holding.
  • Mather Group first reported a position in iShares MSCI ACWI ETF in Q3 2018 and has held it in 31 quarters since.
  • Mather Group's iShares MSCI ACWI ETF position peaked at $2.18M in Q4 2019.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.