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Peak Financial Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Peak Financial 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 		$5.85M Sell
42,305
-764
-2% -$110K 1.49% 23
2025
Q4 		$6.09M Sell
43,069
-608
-1% -$85.3K 1.57% 21
2025
Q3 		$6.04M Sell
43,677
-1,620
-4% -$215K 1.6% 21
2025
Q2 		$5.83M Sell
45,297
-699
-2% -$83.8K 1.66% 19
2025
Q1 		$5.35M Buy
45,996
+491
+1% +$58.8K 1.6% 22
2024
Q4 		$5.35M Sell
45,505
-430
-0.9% -$51.6K 1.6% 21
2024
Q3 		$5.49M Sell
45,935
-435
-0.9% -$49.8K 1.61% 23
2024
Q2 		$5.21M Sell
46,370
-1,284
-3% -$141K 1.63% 23
2024
Q1 		$5.25M Sell
47,654
-348
-0.7% -$36.5K 1.66% 22
2023
Q4 		$4.89M Buy
48,002
+384
+0.8% +$36.7K 1.64% 22
2023
Q3 		$4.4M Sell
47,618
-159
-0.3% -$15.3K 1.6% 23
2023
Q2 		$4.58M Buy
47,777
+80
+0.2% +$7.42K 1.63% 25
2023
Q1 		$4.35M Sell
47,697
-937
-2% -$83.6K 1.62% 25
2022
Q4 		$4.13M Sell
48,634
-3,895
-7% -$328K 1.62% 26
2022
Q3 		$4.09M Sell
52,529
-4,351
-8% -$376K 1.7% 26
2022
Q2 		$4.77M Buy
56,880
+1,287
+2% +$117K 1.84% 23
2022
Q1 		$5.55M Buy
55,593
+793
+1% +$79K 1.86% 24
2021
Q4 		$5.8M Sell
54,800
-608
-1% -$63.5K 1.88% 24
2021
Q3 		$5.54M Sell
55,408
-465
-0.8% -$47.7K 1.88% 25
2021
Q2 		$5.65M Sell
55,873
-362
-0.6% -$36.1K 1.92% 25
2021
Q1 		$5.35M Sell
56,235
-1,986
-3% -$187K 1.94% 23
2020
Q4 		$5.28M Sell
58,221
-194
-0.3% -$16.6K 1.99% 23
2020
Q3 		$4.67M Buy
58,415
+274
+0.5% +$21.7K 2.01% 23
2020
Q2 		$4.29M Sell
58,141
-5,843
-9% -$408K 2.01% 22
2020
Q1 		$4M Buy
63,984
+6,072
+10% +$450K 2.05% 20
2019
Q4 		$4.59M Buy
57,912
+387
+0.7% +$29.6K 1.96% 22
2019
Q3 		$4.24M Buy
57,525
+896
+2% +$65.7K 1.88% 23
2019
Q2 		$4.17M Buy
56,629
+3,246
+6% +$237K 1.87% 23
2019
Q1 		$3.85M Buy
53,383
+5,151
+11% +$358K 1.77% 24
2018
Q4 		$3.1M Buy
48,232
+14,953
+45% +$1.03M 1.52% 24
2018
Q3 		$2.47M Buy
33,279
+8,875
+36% +$649K 1.11% 27
2018
Q2 		$1.74M Buy
24,404
+6,288
+35% +$456K 0.8% 28
2018
Q1 		$1.3M Buy
+18,116
New +$1.33M 0.62% 31
2016
Q3 		– Sell
-91,469
Closed -$5.14M – 31
2016
Q2 		$5.14M Buy
+91,469
New +$5.16M 2.29% 17
2015
Q4 		$6.78M Buy
+121,479
New +$6.95M 3.1% 13

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 $2.33B AUM 20.04% 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 $1.27B AUM 11.98% 1-Year Est. Return

Peak Financial Management's ACWI Position: Q1 2026 in Review

Peak Financial Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.8% in Q1 2026, selling an estimated $110K and leaving 42,305 shares worth $5.85M. The position accounts for 1.49% of the portfolio, ranked #23.

Peak Financial Management first reported a position in ACWI in Q4 2015 and has held it in 35 quarters since. The position peaked at $6.78M in Q4 2015. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Peak Financial Management held 42,305 shares of iShares MSCI ACWI ETF worth $5.85M as of Q1 2026.
  • Peak Financial Management sold 764 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $110K.
  • iShares MSCI ACWI ETF made up 1.49% of Peak Financial Management's portfolio in Q1 2026, its #23 holding.
  • Peak Financial Management first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 35 quarters since.
  • Peak Financial Management's iShares MSCI ACWI ETF position peaked at $6.78M in Q4 2015.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.