MCM
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MidAtlantic Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

MidAtlantic 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 		– Sell
-562
Closed -$79.5K – 89
2025
Q4 		$79.5K Buy
+562
New +$78.9K 0.05% 125
2025
Q1 		– Sell
-562
Closed -$66K – 85
2024
Q4 		$66K Hold
562
– – 0.05% 126
2024
Q3 		$67.2K Hold
562
– – 0.05% 117
2024
Q2 		$63.2K Hold
562
– – 0.05% 120
2024
Q1 		$61.9K Hold
562
– – 0.05% 123
2023
Q4 		$57.2K Buy
+562
New +$53.8K 0.06% 117

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 $1.56B AUM 17.86% 1-Year Est. Return

MidAtlantic Capital Management's ACWI Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 562 shares — an estimated $79.5K sold.

MidAtlantic Capital Management first reported a position in ACWI in Q4 2023 and held it in 6 quarters. The position peaked at $79.5K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 562 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $79.5K.
  • MidAtlantic Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's iShares MSCI ACWI ETF position peaked at $79.5K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.