

I reiterate a buy rating on iShares MSCI ACWI ETF (ACWI) as global equities rally on robust earnings growth and strong technical momentum. ACWI's valuation remains reasonable at 15.5x forward P/E, with long-term EPS growth outpacing levels from 16 months ago. Information Technology now comprises 32% of ACWI, increasing sensitivity to the AI trade and concentration risk among top holdings.

Investors have poured money into exchange-traded funds at a rapid pace in the first half of 2026, demonstrating an unrelenting appetite for stocks associated with the AI theme.

Comerica Bank boosted its holdings in iShares MSCI ACWI ETF (NASDAQ: ACWI) by 14.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 88,424 shares of the company's stock after purchasing an additional 11,430 shares during the quarter.

Stratos Wealth Partners LTD. raised its stake in shares of iShares MSCI ACWI ETF (NASDAQ: ACWI) by 49.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 44,147 shares of the company's stock after acquiring an additional 14,661 shares during

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of iShares MSCI ACWI ETF (NASDAQ: ACWI) by 52.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,154 shares of the company's stock

Most investors who want global equity exposure end up holding two or three separate funds: one for the U.S.
Beacon Investment Advisory Services Inc. raised its stake in shares of iShares MSCI ACWI ETF (NASDAQ: ACWI) by 149.0% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 119,857 shares of the company's stock after buying

Bank of Nova Scotia trimmed its stake in shares of iShares MSCI ACWI ETF (NASDAQ: ACWI) by 21.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 161,031 shares of the company's stock after selling 44,727 shares during the period.