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Private Advisor Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Private Advisor Group’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 		$10.7M Buy
77,323
+251
+0.3% +$36.1K 0.05% 383
2025
Q4 		$10.9M Buy
77,072
+12,841
+20% +$1.8M 0.05% 370
2025
Q3 		$8.88M Buy
64,231
+1,859
+3% +$247K 0.04% 423
2025
Q2 		$8.02M Buy
62,372
+1,304
+2% +$156K 0.04% 420
2025
Q1 		$7.11M Buy
61,068
+2,286
+4% +$274K 0.04% 421
2024
Q4 		$6.91M Buy
58,782
+2,534
+5% +$304K 0.04% 425
2024
Q3 		$6.72M Buy
56,248
+48,046
+586% +$5.51M 0.04% 419
2024
Q2 		$922K Buy
8,202
+326
+4% +$35.8K 0.01% 1237
2024
Q1 		$867K Sell
7,876
-116
-1% -$12.2K 0.01% 1220
2023
Q4 		$813K Buy
7,992
+1,075
+16% +$103K 0.01% 1218
2023
Q3 		$639K Sell
6,917
-687
-9% -$65.9K 0.01% 1260
2023
Q2 		$729K Sell
7,604
-21
-0.3% -$1.95K 0.01% 1201
2023
Q1 		$695K Sell
7,625
-29,427
-79% -$2.62M 0.01% 1176
2022
Q4 		$312K Buy
37,052
+905
+3% +$76.2K 0.02% 736
2022
Q3 		$2.81M Sell
36,147
-130,992
-78% -$11.3M 0.03% 506
2022
Q2 		$14M Sell
167,139
-67,308
-29% -$6.13M 0.13% 166
2022
Q1 		$23.4M Buy
234,447
+5,333
+2% +$531K 0.18% 114
2021
Q4 		$24.2M Sell
229,114
-113,165
-33% -$11.8M 0.18% 108
2021
Q3 		$34.2M Buy
342,279
+120,419
+54% +$12.4M 0.22% 91
2021
Q2 		$22.5M Buy
221,860
+11,383
+5% +$1.13M 0.2% 97
2021
Q1 		$20M Sell
210,477
-28,737
-12% -$2.7M 0.19% 103
2020
Q4 		$21.7M Buy
239,214
+35,604
+17% +$3.04M 0.23% 89
2020
Q3 		$15.7M Sell
203,610
-1,159
-0.6% -$91.8K 0.2% 98
2020
Q2 		$15.1M Buy
204,769
+44,629
+28% +$3.11M 0.21% 98
2020
Q1 		$10M Sell
160,140
-42,908
-21% -$3.18M 0.18% 127
2019
Q4 		$16.1M Buy
203,048
+25,979
+15% +$1.99M 0.25% 88
2019
Q3 		$13.1M Buy
177,069
+68,373
+63% +$5.01M 0.2% 108
2019
Q2 		$8.01M Buy
108,696
+13,292
+14% +$969K 0.14% 157
2019
Q1 		$6.88M Buy
95,404
+5,498
+6% +$382K 0.14% 164
2018
Q4 		$5.77M Buy
89,906
+8,383
+10% +$576K 0.14% 169
2018
Q3 		$6.05M Buy
81,523
+59,133
+264% +$4.32M 0.12% 170
2018
Q2 		$1.59M Sell
22,390
-45,133
-67% -$3.27M 0.03% 347
2018
Q1 		$4.84M Buy
67,523
+45,347
+204% +$3.34M 0.19% 122
2017
Q4 		$1.64M Sell
22,176
-54,492
-71% -$3.85M 0.07% 293
2017
Q3 		$5.31M Buy
76,668
+6,177
+9% +$415K 0.13% 162
2017
Q2 		$4.62M Buy
70,491
+4,239
+6% +$275K 0.12% 171
2017
Q1 		$4.18M Buy
66,252
+27,155
+69% +$1.68M 0.12% 187
2016
Q4 		$2.37M Buy
+39,097
New +$2.29M 0.08% 262
2016
Q2 		– Sell
-4,483
Closed -$251K – 1120
2016
Q1 		$251K Sell
4,483
-742
-14% -$39.4K 0.01% 824
2015
Q4 		$292K Buy
+5,225
New +$299K 0.01% 793
2014
Q4 		– Sell
-1,299
Closed -$77K – 1000
2014
Q3 		$77K Buy
+1,299
New +$78.2K 0.01% 998

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

Private Advisor Group's ACWI Position: Q1 2026 in Review

Private Advisor Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.33% in Q1 2026, buying an estimated $36.1K and bringing the position to 77,323 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #383.

Private Advisor Group first reported a position in ACWI in Q3 2014 and has held it in 41 quarters since. The position peaked at $34.2M in Q3 2021. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Private Advisor Group held 77,323 shares of iShares MSCI ACWI ETF worth $10.7M as of Q1 2026.
  • Private Advisor Group bought 251 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $36.1K.
  • iShares MSCI ACWI ETF made up 0.05% of Private Advisor Group's portfolio in Q1 2026, its #383 holding.
  • Private Advisor Group first reported a position in iShares MSCI ACWI ETF in Q3 2014 and has held it in 41 quarters since.
  • Private Advisor Group's iShares MSCI ACWI ETF position peaked at $34.2M in Q3 2021.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.