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Regal Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Regal Investment Advisors’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 		$316K Sell
2,284
-556
-20% -$79.9K 0.02% 519
2025
Q4 		$402K Buy
2,840
+42
+2% +$5.89K 0.02% 461
2025
Q3 		$387K Buy
2,798
+13
+0.5% +$1.73K 0.03% 425
2025
Q2 		$358K Buy
2,785
+56
+2% +$6.71K 0.03% 391
2025
Q1 		$318K Sell
2,729
-98
-3% -$11.7K 0.03% 390
2024
Q4 		$332K Sell
2,827
-78
-3% -$9.36K 0.03% 389
2024
Q3 		$347K Sell
2,905
-1
-0% -$115 0.02% 418
2024
Q2 		$327K Buy
2,906
+74
+3% +$8.13K 0.02% 442
2024
Q1 		$312K Buy
2,832
+105
+4% +$11K 0.02% 456
2023
Q4 		$278K Sell
2,727
-135
-5% -$12.9K 0.02% 435
2023
Q3 		$264K Sell
2,862
-110
-4% -$10.6K 0.02% 411
2023
Q2 		$285K Sell
2,972
-819
-22% -$76K 0.02% 404
2023
Q1 		$346K Buy
3,791
+1,089
+40% +$97.1K 0.03% 358
2022
Q4 		$229K Sell
2,702
-9
-0.3% -$757 0.02% 429
2022
Q3 		$211K Sell
2,711
-205
-7% -$17.7K 0.02% 433
2022
Q2 		$245K Sell
2,916
-134
-4% -$12.2K 0.03% 415
2022
Q1 		$304K Buy
3,050
+1
+0% +$100 0.03% 405
2021
Q4 		$322K Sell
3,049
-25
-0.8% -$2.61K 0.03% 410
2021
Q3 		$307K Hold
3,074
– – 0.03% 420
2021
Q2 		$311K Buy
+3,074
New +$306K 0.03% 412
2021
Q1 		– Sell
-3,084
Closed -$280K – 34
2020
Q4 		$280K Buy
+3,084
New +$263K 0.03% 373
2020
Q3 		– Sell
-3,797
Closed -$280K – 30
2020
Q2 		$280K Buy
+3,797
New +$265K 0.05% 254
2020
Q1 		– Sell
-5,043
Closed -$400K – 33
2019
Q4 		$400K Sell
5,043
-247
-5% -$18.9K 0.07% 222
2019
Q3 		$390K Sell
5,290
-1,648
-24% -$121K 0.08% 214
2019
Q2 		$511K Buy
6,938
+334
+5% +$24.4K 0.1% 189
2019
Q1 		$476K Buy
6,604
+138
+2% +$9.59K 0.1% 190
2018
Q4 		$415K Buy
6,466
+486
+8% +$33.4K 0.09% 200
2018
Q3 		$444K Buy
+5,980
New +$437K 0.09% 205

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 $2.54B AUM 23.56% 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

Regal Investment Advisors's ACWI Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 20% in Q1 2026, selling an estimated $79.9K and leaving 2,284 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #519.

Regal Investment Advisors first reported a position in ACWI in Q3 2018 and has held it in 28 quarters since. The position peaked at $511K in Q2 2019. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Regal Investment Advisors held 2,284 shares of iShares MSCI ACWI ETF worth $316K as of Q1 2026.
  • Regal Investment Advisors sold 556 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $79.9K.
  • iShares MSCI ACWI ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #519 holding.
  • Regal Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2018 and has held it in 28 quarters since.
  • Regal Investment Advisors's iShares MSCI ACWI ETF position peaked at $511K in Q2 2019.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.