Moran Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Moran Wealth 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	$2.25M	Sell	16,283 -53,270	-77%	-$7.66M	0.07%	291
2025 Q4	$9.84M	Buy	69,553 +59,033	+561%	+$8.28M	0.3%	106
2025 Q3	$1.45M	Buy	10,520 +1,270	+14%	+$169K	0.04%	308
2025 Q2	$1.19M	Buy	9,250 +7,136	+338%	+$856K	0.04%	315
2025 Q1	$246K	Sell	2,114 -35,428	-94%	-$4.24M	0.01%	414
2024 Q4	$4.41M	Buy	+37,542	New	+$4.51M	0.14%	179
2024 Q1	–	Sell	-26,251	Closed	-$2.67M	–	410
2023 Q4	$2.67M	Buy	26,251 +22,934	+691%	+$2.19M	0.1%	228
2023 Q3	$306K	Buy	+3,317	New	+$318K	0.01%	324
2023 Q1	–	Sell	-29,037	Closed	-$2.46M	–	356
2022 Q4	$2.46M	Buy	+29,037	New	+$2.44M	0.09%	201

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Moran Wealth Management's ACWI Position: Q1 2026 in Review

Moran Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 77% in Q1 2026, selling an estimated $7.66M and leaving 16,283 shares worth $2.25M. The position accounts for 0.07% of the portfolio, ranked #291.

Moran Wealth Management first reported a position in ACWI in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.84M in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Moran Wealth Management held 16,283 shares of iShares MSCI ACWI ETF worth $2.25M as of Q1 2026.
Moran Wealth Management sold 53,270 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $7.66M.
iShares MSCI ACWI ETF made up 0.07% of Moran Wealth Management's portfolio in Q1 2026, its #291 holding.
Moran Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 9 quarters since.
Moran Wealth Management's iShares MSCI ACWI ETF position peaked at $9.84M in Q4 2025.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.