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TD Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

TD Capital Management’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 		$8.29M Sell
59,933
-69
-0.1% -$9.92K 0.75% 33
2025
Q4 		$8.49M Buy
60,002
+25
+0% +$3.51K 0.75% 32
2025
Q3 		$8.29M Sell
59,977
-1,131
-2% -$150K 0.75% 36
2025
Q2 		$7.86M Sell
61,108
-1,699
-3% -$204K 0.74% 35
2025
Q1 		$7.31M Sell
62,807
-242
-0.4% -$29K 0.74% 34
2024
Q4 		$7.41M Sell
63,049
-3,805
-6% -$457K 0.75% 33
2024
Q3 		$7.99M Sell
66,854
-323
-0.5% -$37K 0.8% 33
2024
Q2 		$7.55M Buy
67,177
+170
+0.3% +$18.7K 0.79% 31
2024
Q1 		$7.38M Sell
67,007
-3,100
-4% -$326K 0.79% 31
2023
Q4 		$7.13M Buy
70,107
+149
+0.2% +$14.3K 0.81% 30
2023
Q3 		$6.46M Sell
69,958
-832
-1% -$79.8K 0.79% 29
2023
Q2 		$6.79M Sell
70,790
-2,843
-4% -$264K 0.81% 28
2023
Q1 		$6.71M Sell
73,633
-1,556
-2% -$139K 0.83% 27
2022
Q4 		$6.38M Sell
75,189
-2,580
-3% -$217K 0.84% 27
2022
Q3 		$6.05M Sell
77,769
-1,214
-2% -$105K 0.84% 27
2022
Q2 		$6.63M Sell
78,983
-1,829
-2% -$166K 0.9% 25
2022
Q1 		$8.06M Sell
80,812
-145
-0.2% -$14.4K 0.96% 24
2021
Q4 		$8.56M Buy
80,957
+520
+0.6% +$54.3K 0.97% 24
2021
Q3 		$8.04M Sell
80,437
-224
-0.3% -$23K 0.98% 24
2021
Q2 		$8.16M Buy
80,661
+306
+0.4% +$30.5K 1.02% 23
2021
Q1 		$7.65M Sell
80,355
-6
-0% -$564 1.01% 23
2020
Q4 		$7.29M Buy
80,361
+399
+0.5% +$34.1K 1.01% 22
2020
Q3 		$6.39M Sell
79,962
-1,761
-2% -$139K 0.96% 21
2020
Q2 		$6.03M Sell
81,723
-2,346
-3% -$164K 0.99% 21
2020
Q1 		$5.26M Sell
84,069
-23,717
-22% -$1.76M 0.97% 21
2019
Q4 		$8.54M Buy
107,786
+257
+0.2% +$19.6K 1.39% 18
2019
Q3 		$7.93M Sell
107,529
-1,062
-1% -$77.8K 1.42% 16
2019
Q2 		$8M Buy
108,591
+652
+0.6% +$47.6K 1.62% 14
2019
Q1 		$7.79M Sell
107,939
-1,190
-1% -$82.7K 1.64% 14
2018
Q4 		$7M Buy
109,129
+503
+0.5% +$34.5K 1.73% 14
2018
Q3 		$8.07M Sell
108,626
-3,994
-4% -$292K 2.08% 14
2018
Q2 		$8.01M Buy
112,620
+375
+0.3% +$27.2K 2.19% 14
2018
Q1 		$8.05M Sell
112,245
-174
-0.2% -$12.8K 2.31% 15
2017
Q4 		$8.1M Buy
112,419
+777
+0.7% +$55K 2.22% 16
2017
Q3 		$7.68M Sell
111,642
-728
-0.6% -$49K 2.22% 16
2017
Q2 		$7.36M Buy
112,370
+240
+0.2% +$15.6K 2.2% 16
2017
Q1 		$7.09M Sell
112,130
-5,810
-5% -$360K 2.09% 18
2016
Q4 		$6.98M Buy
117,940
+362
+0.3% +$21.2K 2.14% 17
2016
Q3 		$6.95M Sell
117,578
-8,814
-7% -$514K 2.09% 18
2016
Q2 		$7.11M Sell
126,392
-12,046
-9% -$680K 2.23% 17
2016
Q1 		$7.76M Sell
138,438
-106,552
-43% -$5.65M 2.52% 14
2015
Q4 		$13.7M Sell
244,990
-11,642
-5% -$666K 4.24% 9
2015
Q3 		$13.8M Sell
256,632
-113,571
-31% -$6.53M 4.24% 7
2015
Q2 		$22M Sell
370,203
-94,501
-20% -$5.84M 5.59% 5
2015
Q1 		$27.9M Sell
464,704
-167,306
-26% -$9.94M 6.55% 4
2014
Q4 		$37M Sell
632,010
-9,452
-1% -$555K 8.46% 2
2014
Q3 		$37.8M Sell
641,462
-46,276
-7% -$2.79M 8.59% 2
2014
Q2 		$41.4M Sell
687,738
-99,722
-13% -$5.91M 9.33% 2
2014
Q1 		$45.8M Sell
787,460
-943,214
-54% -$53.6M 10.54% 2
2013
Q4 		$99.7M Buy
1,730,674
+27,828
+2% +$1.56M 23.44% 1
2013
Q3 		$91.8M Buy
1,702,846
+16,036
+1% +$843K 21.24% 1
2013
Q2 		$84.3M Buy
+1,686,810
New +$87.2M 20.55% 1

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 $1.56B AUM 17.86% 1-Year Est. Return

TD Capital Management's ACWI Position: Q1 2026 in Review

TD Capital Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.11% in Q1 2026, selling an estimated $9.92K and leaving 59,933 shares worth $8.29M. The position accounts for 0.75% of the portfolio, ranked #33.

TD Capital Management first reported a position in ACWI in Q2 2013 and has held it in 52 quarters since. The position peaked at $99.7M in Q4 2013. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • TD Capital Management held 59,933 shares of iShares MSCI ACWI ETF worth $8.29M as of Q1 2026.
  • TD Capital Management sold 69 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $9.92K.
  • iShares MSCI ACWI ETF made up 0.75% of TD Capital Management's portfolio in Q1 2026, its #33 holding.
  • TD Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 52 quarters since.
  • TD Capital Management's iShares MSCI ACWI ETF position peaked at $99.7M in Q4 2013.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.