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Upturn AI Summary
iShares MSCI ACWI ETF(ACWI)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ACWI
09/28/2026: ACWI (5-star) is a REGULAR-BUY. BUY for 114 days. Simulated Profits (7.94%). Updated daily EoD!
The iShares MSCI ACWI ETF (ACWI) is a cornerstone investment product that provides diversified exposure to large and mid-cap stocks across both developed and emerging markets globally. Its primary strength lies in its ability to offer comprehensive international diversification through a single, highly liquid, and professionally managed instrument. It serves as an ideal core equity holding for long-term investors aiming to capture global growth. Key risks include exposure to broad market volatility, currency fluctuations, and geopolitical events. Investors should monitor global macroeconomic trends and the fund's expense ratio relative to other low-cost world equity index funds.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It captures the growth of the world's most innovative and largest public companies. |
| Momentum investor | Strong fit while signal remains positive | Broad market exposure performs well when global equity trends are positive. |
| Value investor | Mixed fit | While it includes value stocks, it is a cap-weighted index that is heavily influenced by growth-oriented mega-caps. |
| Dividend/Income investor | Mixed fit | It provides dividend income from global holdings but is not managed specifically for yield. |
| Low-risk investor | Weak fit | Full exposure to global equity markets carries inherent market volatility that may exceed a low-risk tolerance. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, goal-oriented individual looking for a core 'set-it-and-forget-it' global equity holding.
Suitability
ACWI is best suited for passive, long-term investors seeking broad market beta.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Global equities can experience sharp drawdowns during economic uncertainty. |
| Market risk | High | The fund is 100% exposed to equity market systemic risk. |
| Concentration | Medium | Large-cap US stocks represent a significant portion of the total allocation. |
| Tracking/expense | Low | The ETF tracks its benchmark with high precision and low friction. |
| Liquidity | Low | The fund has exceptional liquidity, minimizing execution risk for investors. |
| Business/sector quality | Medium | Performance relies on the aggregate quality of the thousands of companies held. |
Risk Analysis
Volatility
ACWI exhibits moderate to high volatility consistent with diversified global equity market indices.
Market Risk
The fund is subject to systemic risks inherent in global equity markets, including economic cycles, policy changes, and currency swings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equity | 63.5 | The US comprises the majority of the fund due to its dominant weight in the global investable market cap. |
| Geography | Developed Markets (Ex-US) | 26.5 | Includes exposure to major economies like Japan, UK, France, and Canada to provide global diversification. |
| Geography | Emerging Markets | 10 | Provides growth potential from developing nations like China, India, and Taiwan. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 36.59% | Avg. Invested days 82 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $33.29B |
| Issuer | iShares |
| Expense Ratio | 0.32% |
| Distribution Yield | 1.4% |
| Inception | Mar 26, 2008 |
| Index Tracked | MSCI ACWI Index |
Performance
| Period | Total Return |
|---|---|
| YTD | +14.55% |
| 1 Year | +19.68% |
| 3 Year | +21.92% |
| 5 Year | +11.29% |
| 10 Year | +12.61% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.98% |
| 3Y Volatility | 12.03% |
| 3Y Sharpe Ratio | 1.24 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 49.61% |
| Large Cap | 34.13% |
| Mid Cap | 15.50% |
| Small Cap | 0.25% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 33.63% |
| Financial Services | 16.06% |
| Industrials | 10.03% |
| Healthcare | 8.41% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.47x |
| Portfolio P/B | 3.34x |
| Portfolio P/S | 2.62x |
| Holdings Turnover | 5.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 4.96% |
| Apple | 4.80% |
| Microsoft | 3.49% |
| Amazon | 2.32% |
| Alphabet Class A | 1.94% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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