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Sigma Planning Corp’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sigma Planning Corp’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 		$1.2M Sell
8,706
-1,065
-11% -$153K 0.03% 499
2025
Q4 		$1.37M Sell
9,771
-1,274
-12% -$179K 0.04% 429
2025
Q3 		$1.53M Buy
11,045
+6,474
+142% +$860K 0.04% 394
2025
Q2 		$588K Buy
4,571
+39
+0.9% +$4.68K 0.02% 712
2025
Q1 		$527K Sell
4,532
-483
-10% -$57.9K 0.02% 717
2024
Q4 		$589K Sell
5,015
-58
-1% -$6.96K 0.02% 672
2024
Q3 		$606K Sell
5,073
-714
-12% -$81.8K 0.02% 672
2024
Q2 		$650K Sell
5,787
-308
-5% -$33.9K 0.02% 623
2024
Q1 		$671K Buy
6,095
+3,658
+150% +$384K 0.02% 651
2023
Q4 		$248K Sell
2,437
-3,968
-62% -$380K 0.02% 693
2023
Q3 		$592K Sell
6,405
-2,858
-31% -$274K 0.02% 638
2023
Q2 		$889K Sell
9,263
-2,538
-22% -$236K 0.03% 507
2023
Q1 		$1.08M Buy
11,801
+1,189
+11% +$106K 0.04% 479
2022
Q4 		$901K Sell
10,612
-540
-5% -$45.4K 0.03% 528
2022
Q3 		$868K Buy
11,152
+4,221
+61% +$365K 0.03% 512
2022
Q2 		$582K Sell
6,931
-319
-4% -$29K 0.02% 696
2022
Q1 		$723K Sell
7,250
-5,629
-44% -$561K 0.02% 677
2021
Q4 		$1.36M Sell
12,879
-1,079
-8% -$113K 0.04% 428
2021
Q3 		$1.4M Sell
13,958
-139
-1% -$14.3K 0.04% 438
2021
Q2 		$1.43M Buy
14,097
+3,597
+34% +$358K 0.04% 429
2021
Q1 		$999K Sell
10,500
-206
-2% -$19.4K 0.03% 501
2020
Q4 		$971K Sell
10,706
-111
-1% -$9.48K 0.03% 443
2020
Q3 		$865K Sell
10,817
-12,429
-53% -$984K 0.03% 439
2020
Q2 		$1.71M Sell
23,246
-2,098
-8% -$146K 0.08% 269
2020
Q1 		$1.59M Buy
25,344
+15,525
+158% +$1.15M 0.09% 222
2019
Q4 		$778K Buy
9,819
+1,153
+13% +$88.2K 0.03% 464
2019
Q3 		$639K Sell
8,666
-54,856
-86% -$4.02M 0.03% 495
2019
Q2 		$4.68M Sell
63,522
-5,968
-9% -$435K 0.24% 96
2019
Q1 		$5.01M Sell
69,490
-81,747
-54% -$5.68M 0.28% 80
2018
Q4 		$9.7M Buy
151,237
+11,700
+8% +$803K 0.71% 24
2018
Q3 		$10.4M Buy
139,537
+5,716
+4% +$418K 0.61% 30
2018
Q2 		$9.52M Buy
133,821
+11,385
+9% +$826K 0.64% 29
2018
Q1 		$8.78M Buy
122,436
+15,787
+15% +$1.16M 0.64% 28
2017
Q4 		$7.69M Buy
106,649
+7,979
+8% +$564K 0.59% 31
2017
Q3 		$6.79M Buy
98,670
+39,793
+68% +$2.68M 0.56% 30
2017
Q2 		$3.86M Buy
58,877
+51,024
+650% +$3.31M 0.36% 52
2017
Q1 		$497K Buy
+7,853
New +$486K 0.05% 393
2015
Q3 		– Sell
-8,956
Closed -$532K – 672
2015
Q2 		$532K Sell
8,956
-13,704
-60% -$846K 0.07% 316
2015
Q1 		$1.36M Buy
+22,660
New +$1.35M 0.18% 138

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

Sigma Planning Corp's ACWI Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares MSCI ACWI ETF (ACWI) stake by 11% in Q1 2026, selling an estimated $153K and leaving 8,706 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #499.

Sigma Planning Corp first reported a position in ACWI in Q1 2015 and has held it in 39 quarters since. The position peaked at $10.4M in Q3 2018. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Sigma Planning Corp held 8,706 shares of iShares MSCI ACWI ETF worth $1.2M as of Q1 2026.
  • Sigma Planning Corp sold 1,065 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $153K.
  • iShares MSCI ACWI ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #499 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI ACWI ETF in Q1 2015 and has held it in 39 quarters since.
  • Sigma Planning Corp's iShares MSCI ACWI ETF position peaked at $10.4M in Q3 2018.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.