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

Private Advisory 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	$242K	Hold	1,747	–	–	0.02%	260
2025 Q4	$247K	Hold	1,747	–	–	0.02%	220
2025 Q3	$242K	Hold	1,747	–	–	0.02%	205
2025 Q2	$225K	Hold	1,747	–	–	0.02%	195
2025 Q1	$203K	Hold	1,747	–	–	0.02%	192
2024 Q4	$205K	Hold	1,747	–	–	0.02%	206
2024 Q3	$209K	Buy	+1,747	New	+$200K	0.02%	189

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 $2.54B AUM 23.56% 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

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

Private Advisory Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 1,747 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #260.

Private Advisory Group first reported a position in ACWI in Q3 2024 and has held it in 7 quarters since. The position peaked at $247K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Private Advisory Group held 1,747 shares of iShares MSCI ACWI ETF worth $242K as of Q1 2026.
Private Advisory Group left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.02% of Private Advisory Group's portfolio in Q1 2026, its #260 holding.
Private Advisory Group first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 7 quarters since.
Private Advisory Group's iShares MSCI ACWI ETF position peaked at $247K in Q4 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.