Stephens Inc’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stephens Inc’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	$518K	Hold	3,744	–	–	0.01%	848
2025 Q4	$530K	Hold	3,744	–	–	0.01%	828
2025 Q3	$518K	Hold	3,744	–	–	0.01%	837
2025 Q2	$481K	Hold	3,744	–	–	0.01%	852
2025 Q1	$436K	Buy	3,744 +37	+1%	+$4.43K	0.01%	867
2024 Q4	$436K	Hold	3,707	–	–	0.01%	892
2024 Q3	$443K	Hold	3,707	–	–	0.01%	889
2024 Q2	$417K	Hold	3,707	–	–	0.01%	874
2024 Q1	$408K	Sell	3,707 -424	-10%	-$44.5K	0.01%	897
2023 Q4	$420K	Hold	4,131	–	–	0.01%	810
2023 Q3	$382K	Buy	4,131 +424	+11%	+$40.7K	0.01%	817
2023 Q2	$356K	Hold	3,707	–	–	0.01%	862
2023 Q1	$338K	Hold	3,707	–	–	0.01%	840
2022 Q4	$315K	Hold	3,707	–	–	0.01%	846
2022 Q3	$289K	Hold	3,707	–	–	0.01%	904
2022 Q2	$311K	Hold	3,707	–	–	0.01%	898
2022 Q1	$370K	Hold	3,707	–	–	0.01%	936
2021 Q4	$392K	Hold	3,707	–	–	0.01%	937
2021 Q3	$370K	Hold	3,707	–	–	0.01%	967
2021 Q2	$375K	Hold	3,707	–	–	0.01%	963
2021 Q1	$353K	Hold	3,707	–	–	0.01%	944
2020 Q4	$336K	Buy	+3,707	New	+$317K	0.01%	891

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

Stephens Inc's ACWI Position: Q1 2026 in Review

Stephens Inc held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 3,744 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #848.

Stephens Inc first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. The position peaked at $530K in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Stephens Inc held 3,744 shares of iShares MSCI ACWI ETF worth $518K as of Q1 2026.
Stephens Inc left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #848 holding.
Stephens Inc first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
Stephens Inc's iShares MSCI ACWI ETF position peaked at $530K in Q4 2025.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.