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United Capital Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

United Capital Financial 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 		$15.7M Buy
113,848
+1,790
+2% +$257K 0.1% 170
2025
Q4 		$15.9M Sell
112,058
-493
-0.4% -$69.2K 0.1% 173
2025
Q3 		$15.6M Sell
112,551
-2,252
-2% -$299K 0.11% 153
2025
Q2 		$14.8M Sell
114,803
-332
-0.3% -$39.8K 0.12% 148
2025
Q1 		$13.4M Sell
115,135
-32,725
-22% -$3.92M 0.11% 145
2024
Q4 		$17.4M Buy
147,860
+20,258
+16% +$2.43M 0.15% 128
2024
Q3 		$15.3M Sell
127,602
-3,004
-2% -$344K 0.13% 147
2024
Q2 		$14.7M Sell
130,606
-10,578
-7% -$1.16M 0.13% 148
2024
Q1 		$15.5M Sell
141,184
-31,380
-18% -$3.3M 0.13% 149
2023
Q4 		$17.6M Sell
172,564
-42,414
-20% -$4.06M 0.15% 140
2023
Q3 		$19.9M Sell
214,978
-32,491
-13% -$3.12M 0.13% 154
2023
Q2 		$23.7M Buy
247,469
+7,000
+3% +$650K 0.13% 143
2023
Q1 		$21.9M Sell
240,469
-538,435
-69% -$48M 0.12% 160
2022
Q4 		$66.1M Buy
778,904
+473,048
+155% +$39.8M 0.37% 53
2022
Q3 		$23.8M Sell
305,856
-36,830
-11% -$3.18M 0.14% 140
2022
Q2 		$28.7M Buy
342,686
+32,501
+10% +$2.96M 0.16% 130
2022
Q1 		$30.9M Sell
310,185
-12,232
-4% -$1.22M 0.15% 137
2021
Q4 		$34.1M Sell
322,417
-2,283
-0.7% -$239K 0.16% 133
2021
Q3 		$32.4M Sell
324,700
-7,995
-2% -$821K 0.16% 129
2021
Q2 		$33.7M Sell
332,695
-17,248
-5% -$1.72M 0.17% 125
2021
Q1 		$33.3M Sell
349,943
-940
-0.3% -$88.3K 0.18% 118
2020
Q4 		$31.8M Sell
350,883
-1,251
-0.4% -$107K 0.19% 118
2020
Q3 		$28.1M Buy
352,134
+1,577
+0.4% +$125K 0.18% 120
2020
Q2 		$25.8M Buy
350,557
+10,341
+3% +$721K 0.19% 118
2020
Q1 		$21.3M Sell
340,216
-896
-0.3% -$66.4K 0.18% 125
2019
Q4 		$27M Sell
341,112
-2,072
-0.6% -$158K 0.17% 128
2019
Q3 		$25.3M Buy
343,184
+63,732
+23% +$4.67M 0.18% 129
2019
Q2 		$20.6M Buy
279,452
+5,553
+2% +$405K 0.13% 158
2019
Q1 		$19.8M Buy
273,899
+6,017
+2% +$418K 0.14% 160
2018
Q4 		$17.2M Sell
267,882
-6,180
-2% -$424K 0.14% 158
2018
Q3 		$20.4M Buy
274,062
+34,212
+14% +$2.5M 0.14% 158
2018
Q2 		$17.1M Buy
239,850
+10,320
+4% +$749K 0.13% 175
2018
Q1 		$16.5M Buy
229,530
+13,875
+6% +$1.02M 0.13% 186
2017
Q4 		$15.5M Buy
215,655
+4,602
+2% +$326K 0.12% 205
2017
Q3 		$14.5M Buy
211,053
+2,807
+1% +$189K 0.12% 198
2017
Q2 		$13.6M Buy
208,246
+3,359
+2% +$218K 0.12% 192
2017
Q1 		$13M Sell
204,887
-2,137
-1% -$132K 0.12% 196
2016
Q4 		$12.3M Buy
207,024
+18,369
+10% +$1.08M 0.12% 204
2016
Q3 		$11.2M Buy
188,655
+5,010
+3% +$292K 0.11% 220
2016
Q2 		$10.3M Sell
183,645
-2,392
-1% -$135K 0.1% 223
2016
Q1 		$10.4M Buy
186,037
+31,785
+21% +$1.69M 0.12% 191
2015
Q4 		$8.61M Buy
154,252
+26,201
+20% +$1.5M 0.1% 231
2015
Q3 		$6.91M Buy
128,051
+27,203
+27% +$1.56M 0.08% 257
2015
Q2 		$6M Buy
100,848
+24,079
+31% +$1.49M 0.07% 308
2015
Q1 		$4.74M Buy
76,769
+19,225
+33% +$1.14M 0.06% 348
2014
Q4 		$3.37M Buy
57,544
+13,911
+32% +$817K 0.05% 351
2014
Q3 		$2.57M Buy
43,633
+15,714
+56% +$946K 0.04% 379
2014
Q2 		$1.68M Buy
27,919
+22,575
+422% +$1.34M 0.03% 451
2014
Q1 		$311K Buy
+5,344
New +$304K 0.01% 771

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

United Capital Financial Advisors's ACWI Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 1.6% in Q1 2026, buying an estimated $257K and bringing the position to 113,848 shares worth $15.7M. The position accounts for 0.1% of the portfolio, ranked #170.

United Capital Financial Advisors first reported a position in ACWI in Q1 2014 and has held it in 49 quarters since. The position peaked at $66.1M in Q4 2022. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • United Capital Financial Advisors held 113,848 shares of iShares MSCI ACWI ETF worth $15.7M as of Q1 2026.
  • United Capital Financial Advisors bought 1,790 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $257K.
  • iShares MSCI ACWI ETF made up 0.1% of United Capital Financial Advisors's portfolio in Q1 2026, its #170 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2014 and has held it in 49 quarters since.
  • United Capital Financial Advisors's iShares MSCI ACWI ETF position peaked at $66.1M in Q4 2022.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.