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Moneta Group Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Moneta Group Investment Advisors’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 		$3.22M Buy
23,296
+194
+0.8% +$27.9K 0.02% 210
2025
Q4 		$3.27M Sell
23,102
-556
-2% -$78K 0.02% 217
2025
Q3 		$3.27M Hold
23,658
– – 0.03% 207
2025
Q2 		$3.04M Buy
23,658
+3,371
+17% +$404K 0.04% 181
2025
Q1 		$2.36M Sell
20,287
-833
-4% -$99.8K 0.03% 194
2024
Q4 		$2.48M Sell
21,120
-310
-1% -$37.2K 0.03% 185
2024
Q3 		$2.56M Sell
21,430
-1,069
-5% -$122K 0.04% 178
2024
Q2 		$2.53M Buy
22,499
+1,241
+6% +$136K 0.04% 170
2024
Q1 		$2.34M Sell
21,258
-714
-3% -$75K 0.04% 180
2023
Q4 		$2.24M Buy
21,972
+561
+3% +$53.7K 0.04% 161
2023
Q3 		$1.98M Sell
21,411
-23,190
-52% -$2.22M 0.04% 163
2023
Q2 		$4.28M Sell
44,601
-63,433
-59% -$5.89M 0.09% 114
2023
Q1 		$9.85M Buy
108,034
+1,164
+1% +$104K 0.24% 65
2022
Q4 		$9.75M Buy
+106,870
New +$8.99M 0.27% 65
2022
Q3 		– Sell
-9,548
Closed -$801K – 433
2022
Q2 		$801K Buy
9,548
+6,972
+271% +$635K 0.03% 235
2022
Q1 		$257K Sell
2,576
-99
-4% -$9.86K 0.01% 379
2021
Q4 		$283K Sell
2,675
-327
-11% -$34.2K 0.01% 389
2021
Q3 		$300K Sell
3,002
-2
-0.1% -$205 0.01% 364
2021
Q2 		$304K Sell
3,004
-2
-0.1% -$199 0.01% 362
2021
Q1 		$286K Buy
+3,006
New +$282K 0.02% 340
2020
Q2 		– Sell
-3,388
Closed -$212K – 251
2020
Q1 		$212K Sell
3,388
-9,218
-73% -$683K 0.02% 218
2019
Q4 		$999K Buy
12,606
+9
+0.1% +$688 0.08% 115
2019
Q3 		$929K Sell
12,597
-6
-0% -$440 0.09% 122
2019
Q2 		$929K Sell
12,603
-10
-0.1% -$729 0.09% 118
2019
Q1 		$910K Sell
12,613
-1,633
-11% -$114K 0.1% 101
2018
Q4 		$914K Buy
+14,246
New +$978K 0.11% 103

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

Moneta Group Investment Advisors's ACWI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.84% in Q1 2026, buying an estimated $27.9K and bringing the position to 23,296 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #210.

Moneta Group Investment Advisors first reported a position in ACWI in Q4 2018 and has held it in 26 quarters since. The position peaked at $9.85M in Q1 2023. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Moneta Group Investment Advisors held 23,296 shares of iShares MSCI ACWI ETF worth $3.22M as of Q1 2026.
  • Moneta Group Investment Advisors bought 194 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $27.9K.
  • iShares MSCI ACWI ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #210 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's iShares MSCI ACWI ETF position peaked at $9.85M in Q1 2023.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.