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iShares MSCI ACWI ETF (ACWI)
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Upturn Advisory Summary
11/28/2025: ACWI (3-star) is a SELL. SELL since 5 days. Simulated Profits (15.75%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 29.76% | Avg. Invested days 83 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 100.47 - 128.44 | Updated Date 06/29/2025 |
52 Weeks Range 100.47 - 128.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI ACWI ETF
ETF Overview
Overview
The iShares MSCI ACWI ETF (ACWI) aims to track the investment results of an index composed of large- and mid-capitalization developed and emerging market equities. It provides broad global equity exposure, making it a core holding for diversified portfolios.
Reputation and Reliability
iShares, a BlackRock brand, is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
BlackRock has extensive expertise in managing ETFs and tracking indices, ensuring efficient and accurate replication of the MSCI ACWI Index.
Investment Objective
Goal
To track the investment results of an index composed of large- and mid-capitalization developed and emerging market equities.
Investment Approach and Strategy
Strategy: This ETF aims to track the MSCI ACWI (All Country World Index).
Composition The ETF holds a basket of global stocks, primarily large and mid-cap equities, from both developed and emerging markets.
Market Position
Market Share: ACWI has a substantial market share within the global equity ETF category.
Total Net Assets (AUM): 101760000000
Competitors
Key Competitors
- VT (Vanguard Total World Stock ETF)
- SPGM (SPDR Portfolio MSCI Global Stock Market ETF)
- VEU (Vanguard FTSE All-World ex-US ETF)
Competitive Landscape
The global equity ETF market is competitive, with several large players. ACWI benefits from iShares' brand recognition and broad market coverage, while VT often competes on price. The advantage of ACWI compared to its competitors is its well known and reputable brand.
Financial Performance
Historical Performance: Historical performance data (annualized returns): 1 year: 16.26%, 3 year: 7.51%, 5 year: 9.67%, 10 year: 8.71%.
Benchmark Comparison: ACWI's performance closely tracks the MSCI ACWI Index, reflecting its efficient index tracking.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
ACWI exhibits high liquidity, with a substantial average daily trading volume.
Bid-Ask Spread
ACWI typically has a tight bid-ask spread, indicating low trading costs.
Market Dynamics
Market Environment Factors
Global economic growth, trade policies, interest rates, and geopolitical events significantly impact ACWI.
Growth Trajectory
ACWI's growth trajectory is tied to the performance of global equity markets, with adjustments reflecting changes in the underlying index composition.
Moat and Competitive Advantages
Competitive Edge
ACWI benefits from the strong brand recognition of iShares, a well-established track record, and broad market coverage. Its deep liquidity and low tracking error make it a preferred choice for many investors seeking global equity exposure. The ETF's large AUM contributes to its operational efficiency and competitive pricing. It also offers access to both developed and emerging markets in a single fund, simplifying portfolio diversification.
Risk Analysis
Volatility
ACWI's volatility reflects the volatility of global equity markets, varying based on economic and geopolitical conditions.
Market Risk
ACWI is subject to market risk, including fluctuations in global equity prices, currency risk, and geopolitical risks.
Investor Profile
Ideal Investor Profile
The ideal investor for ACWI is one seeking broad global equity exposure for long-term growth and diversification.
Market Risk
ACWI is suitable for long-term investors, passive index followers, and those seeking a core portfolio holding.
Summary
The iShares MSCI ACWI ETF provides comprehensive global equity exposure through a single fund, tracking the MSCI ACWI Index. Its strong brand recognition, deep liquidity, and low tracking error make it a popular choice for diversified portfolios. While subject to market volatility, ACWI offers a convenient and cost-effective way to invest in global equities. It's suitable for long-term investors seeking passive index exposure and broad diversification. The ETF is issued by iShares, a reputable brand of Blackrock.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Market share estimates are approximate.
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.
About iShares MSCI ACWI ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is a free float-adjusted market capitalization weighted index designed to measure the combined equity market performance of developed and emerging markets countries.
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