Plan Group Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Plan Group Financial’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	$13.5M	Buy	97,449 +420	+0.4%	+$60.4K	3.16%	3
2025 Q4	$13.7M	Sell	97,029 -3,403	-3%	-$478K	3.56%	3
2025 Q3	$13.9M	Sell	100,432 -2,492	-2%	-$331K	3.73%	3
2025 Q2	$13.2M	Sell	102,924 -7,844	-7%	-$940K	4.35%	2
2025 Q1	$12.9M	Buy	110,768 +31,919	+40%	+$3.82M	4.6%	2
2024 Q4	$9.26M	Sell	78,849 -971	-1%	-$117K	4.89%	3
2024 Q3	$9.54M	Buy	79,820 +2,603	+3%	+$298K	5.04%	3
2024 Q2	$8.68M	Buy	77,217 +3,776	+5%	+$415K	5.31%	3
2024 Q1	$8.09M	Buy	73,441 +8,487	+13%	+$891K	5.31%	3
2023 Q4	$6.61M	Sell	64,954 -79,078	-55%	-$7.57M	5.8%	3
2023 Q3	$13.3M	Buy	144,032 +91,972	+177%	+$8.82M	9.58%	1
2023 Q2	$4.99M	Buy	+52,060	New	+$4.83M	4.17%	6

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

Plan Group Financial's ACWI Position: Q1 2026 in Review

Plan Group Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 0.43% in Q1 2026, buying an estimated $60.4K and bringing the position to 97,449 shares worth $13.5M. The position accounts for 3.16% of the portfolio, ranked #3.

Plan Group Financial first reported a position in ACWI in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.9M in Q3 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Plan Group Financial held 97,449 shares of iShares MSCI ACWI ETF worth $13.5M as of Q1 2026.
Plan Group Financial bought 420 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $60.4K.
iShares MSCI ACWI ETF made up 3.16% of Plan Group Financial's portfolio in Q1 2026, its #3 holding.
Plan Group Financial first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's iShares MSCI ACWI ETF position peaked at $13.9M in Q3 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.