MF
ACWI icon

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

Midwestern 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 		$441K Sell
3,186
-89
-3% -$12.8K 0.35% 44
2025
Q4 		$463K Sell
3,275
-644
-16% -$90.4K 0.38% 45
2025
Q3 		$542K Sell
3,919
-569
-13% -$75.6K 0.47% 40
2025
Q2 		$577K Buy
+4,488
New +$538K 0.54% 39

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 $2.54B AUM 23.56% 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

Midwestern Financial's ACWI Position: Q1 2026 in Review

Midwestern Financial reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.7% in Q1 2026, selling an estimated $12.8K and leaving 3,186 shares worth $441K. The position accounts for 0.35% of the portfolio, ranked #44.

Midwestern Financial first reported a position in ACWI in Q2 2025 and has held it in 4 quarters since. The position peaked at $577K in Q2 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Midwestern Financial held 3,186 shares of iShares MSCI ACWI ETF worth $441K as of Q1 2026.
  • Midwestern Financial sold 89 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $12.8K.
  • iShares MSCI ACWI ETF made up 0.35% of Midwestern Financial's portfolio in Q1 2026, its #44 holding.
  • Midwestern Financial first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's iShares MSCI ACWI ETF position peaked at $577K in Q2 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.