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Pinnacle Wealth Planning Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pinnacle Wealth Planning Services’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 		$162K Hold
1,172
– – 0.02% 556
2025
Q4 		$166K Buy
+1,172
New +$164K 0.02% 542

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

Pinnacle Wealth Planning Services's ACWI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 1,172 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #556.

Pinnacle Wealth Planning Services first reported a position in ACWI in Q4 2025 and has held it in 2 quarters since. The position peaked at $166K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,172 shares of iShares MSCI ACWI ETF worth $162K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #556 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's iShares MSCI ACWI ETF position peaked at $166K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.