MV Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

MV 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	$249K	Hold	1,797	–	–	0.02%	170
2025 Q4	$254K	Hold	1,797	–	–	0.02%	167
2025 Q3	$248K	Hold	1,797	–	–	0.02%	166
2025 Q2	$231K	Hold	1,797	–	–	0.02%	166
2025 Q1	$209K	Hold	1,797	–	–	0.02%	174
2024 Q4	$211K	Hold	1,797	–	–	0.02%	161
2024 Q3	$215K	Hold	1,797	–	–	0.02%	167
2024 Q2	$202K	Hold	1,797	–	–	0.02%	168
2024 Q1	$198K	Hold	1,797	–	–	0.02%	174
2023 Q4	$183K	Hold	1,797	–	–	0.02%	166
2023 Q3	$166K	Hold	1,797	–	–	0.02%	163
2023 Q2	$172K	Hold	1,797	–	–	0.02%	168
2023 Q1	$164K	Hold	1,797	–	–	0.02%	163
2022 Q4	$153K	Hold	1,797	–	–	0.02%	145
2022 Q3	$140K	Hold	1,797	–	–	0.02%	145
2022 Q2	$151K	Hold	1,797	–	–	0.03%	146
2022 Q1	$179K	Hold	1,797	–	–	0.03%	144
2021 Q4	$190K	Hold	1,797	–	–	0.03%	138
2021 Q3	$180K	Hold	1,797	–	–	0.03%	136
2021 Q2	$182K	Hold	1,797	–	–	0.03%	130
2021 Q1	$171K	Hold	1,797	–	–	0.03%	122
2020 Q4	$163K	Hold	1,797	–	–	0.03%	112
2020 Q3	$144K	Hold	1,797	–	–	0.03%	106
2020 Q2	$132K	Hold	1,797	–	–	0.03%	110
2020 Q1	$112K	Hold	1,797	–	–	0.03%	119
2019 Q4	$142K	Hold	1,797	–	–	0.03%	123
2019 Q3	$133K	Hold	1,797	–	–	0.03%	124
2019 Q2	$132K	Hold	1,797	–	–	0.03%	120
2019 Q1	$130K	Hold	1,797	–	–	0.03%	119
2018 Q4	$115K	Buy	+1,797	New	+$123K	0.03%	121

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

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

MV Capital Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 1,797 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #170.

MV Capital Management first reported a position in ACWI in Q4 2018 and has held it in 30 quarters since. The position peaked at $254K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

MV Capital Management held 1,797 shares of iShares MSCI ACWI ETF worth $249K as of Q1 2026.
MV Capital Management left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.02% of MV Capital Management's portfolio in Q1 2026, its #170 holding.
MV Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 30 quarters since.
MV Capital Management's iShares MSCI ACWI ETF position peaked at $254K in Q4 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.