Windsor Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Windsor Advisory Group’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	$288K	Hold	2,085	–	–	0.24%	41
2025 Q4	$295K	Buy	2,085 +2	+0.1%	+$281	0.26%	46
2025 Q3	$288K	Hold	2,083	–	–	0.25%	51
2025 Q2	$268K	Buy	+2,083	New	+$250K	0.38%	32
2024 Q4	–	Sell	-180	Closed	-$21.5K	–	82
2024 Q3	$21.5K	Buy	+180	New	+$20.6K	0.02%	72
2024 Q2	–	Sell	-178	Closed	-$19.6K	–	51
2024 Q1	$19.6K	Hold	178	–	–	0.06%	43
2023 Q4	$18.2K	Buy	178 +1	+0.6%	+$96	0.05%	49
2023 Q3	$16.3K	Buy	+177	New	+$17K	0.04%	55

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

Windsor Advisory Group's ACWI Position: Q1 2026 in Review

Windsor Advisory Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 2,085 shares worth $288K. The position accounts for 0.24% of the portfolio, ranked #41.

Windsor Advisory Group first reported a position in ACWI in Q3 2023 and has held it in 8 quarters since. The position peaked at $295K in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Windsor Advisory Group held 2,085 shares of iShares MSCI ACWI ETF worth $288K as of Q1 2026.
Windsor Advisory Group left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.24% of Windsor Advisory Group's portfolio in Q1 2026, its #41 holding.
Windsor Advisory Group first reported a position in iShares MSCI ACWI ETF in Q3 2023 and has held it in 8 quarters since.
Windsor Advisory Group's iShares MSCI ACWI ETF position peaked at $295K in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.