MTM Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

MTM Investment 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	$93.4K	Hold	675	–	–	0.03%	266
2025 Q4	$95.5K	Hold	675	–	–	0.03%	264
2025 Q3	$93.3K	Hold	675	–	–	0.03%	273
2025 Q2	$86.8K	Buy	+675	New	+$80.9K	0.03%	280
2022 Q1	–	Sell	-675	Closed	-$71K	–	278
2021 Q4	$71K	Hold	675	–	–	0.03%	221
2021 Q3	$67K	Hold	675	–	–	0.04%	198
2021 Q2	$68K	Hold	675	–	–	0.04%	196
2021 Q1	$64K	Hold	675	–	–	0.04%	190
2020 Q4	$61K	Buy	+675	New	+$57.7K	0.04%	177

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

MTM Investment Management's ACWI Position: Q1 2026 in Review

MTM Investment Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 675 shares worth $93.4K. The position accounts for 0.03% of the portfolio, ranked #266.

MTM Investment Management first reported a position in ACWI in Q4 2020 and has held it in 9 quarters since. The position peaked at $95.5K in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

MTM Investment Management held 675 shares of iShares MSCI ACWI ETF worth $93.4K as of Q1 2026.
MTM Investment Management left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.03% of MTM Investment Management's portfolio in Q1 2026, its #266 holding.
MTM Investment Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 9 quarters since.
MTM Investment Management's iShares MSCI ACWI ETF position peaked at $95.5K in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.