Raymond James Financial
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Raymond James Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Raymond James 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 		$52.6M Sell
380,357
-48,141
-11% -$6.92M 0.02% 825
2025
Q4 		$60.6M Buy
428,498
+63,957
+18% +$8.98M 0.02% 733
2025
Q3 		$50.4M Buy
364,541
+35,665
+11% +$4.74M 0.02% 806
2025
Q2 		$42.3M Buy
328,876
+65,686
+25% +$7.88M 0.01% 857
2025
Q1 		$30.6M Sell
263,190
-9,528
-3% -$1.14M 0.01% 1011
2024
Q4 		$32M Buy
+272,718
New +$32.7M 0.01% 992

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

Raymond James Financial's ACWI Position: Q1 2026 in Review

Raymond James Financial reduced its iShares MSCI ACWI ETF (ACWI) stake by 11% in Q1 2026, selling an estimated $6.92M and leaving 380,357 shares worth $52.6M. The position accounts for 0.02% of the portfolio, ranked #825.

Raymond James Financial first reported a position in ACWI in Q4 2024 and has held it in 6 quarters since. The position peaked at $60.6M in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Raymond James Financial held 380,357 shares of iShares MSCI ACWI ETF worth $52.6M as of Q1 2026.
  • Raymond James Financial sold 48,141 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $6.92M.
  • iShares MSCI ACWI ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #825 holding.
  • Raymond James Financial first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares MSCI ACWI ETF position peaked at $60.6M in Q4 2025.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.