OCM
ACWI icon

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

One 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 		– Sell
-1,479
Closed -$209K – 526
2025
Q4 		$209K Buy
+1,479
New +$208K 0.01% 500
2025
Q1 		– Sell
-5,250
Closed -$617K – 412
2024
Q4 		$617K Buy
+5,250
New +$630K 0.02% 250

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $289B AUM 60.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

One Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 1,479 shares — an estimated $209K sold.

One Capital Management first reported a position in ACWI in Q4 2024 and held it in 2 quarters. The position peaked at $617K in Q4 2024. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • One Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • One Capital Management sold 1,479 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $209K.
  • One Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2024 and held it in 2 quarters.
  • One Capital Management's iShares MSCI ACWI ETF position peaked at $617K in Q4 2024.
  • 803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.