Rik Saylor Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Rik Saylor 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	$3.75M	Sell	27,077 -115	-0.4%	-$16.5K	2.85%	8
2025 Q4	$3.85M	Sell	27,192 -81	-0.3%	-$11.4K	2.82%	8
2025 Q3	$3.77M	Sell	27,273 -178	-0.6%	-$23.6K	2.76%	8
2025 Q2	$3.53M	Sell	27,451 -70	-0.3%	-$8.39K	2.72%	9
2025 Q1	$3.2M	Sell	27,521 -8	-0%	-$958	2.82%	9
2024 Q4	$3.23M	Buy	+27,529	New	+$3.3M	2.99%	7

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 $1.27B AUM 11.98% 1-Year Est. Return

Rik Saylor Financial's ACWI Position: Q1 2026 in Review

Rik Saylor Financial reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.42% in Q1 2026, selling an estimated $16.5K and leaving 27,077 shares worth $3.75M. The position accounts for 2.85% of the portfolio, ranked #8.

Rik Saylor Financial first reported a position in ACWI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.85M in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Rik Saylor Financial held 27,077 shares of iShares MSCI ACWI ETF worth $3.75M as of Q1 2026.
Rik Saylor Financial sold 115 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $16.5K.
iShares MSCI ACWI ETF made up 2.85% of Rik Saylor Financial's portfolio in Q1 2026, its #8 holding.
Rik Saylor Financial first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
Rik Saylor Financial's iShares MSCI ACWI ETF position peaked at $3.85M in Q4 2025.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Rik Saylor Financial's 13F filing for Q1 2026, filed 8 May 2026.