Bogart Wealth, LLC reports 13.39% increase in ownership of ACWI / iShares Trust - iShares MSCI ACWI ETF - 13F, 13D, 13G Filings

iShares Trust - iShares MSCI ACWI ETF

US ˙ NasdaqGM ˙ US4642882579

Security	ACWI / iShares Trust - iShares MSCI ACWI ETF
Institution	Bogart Wealth, LLC
Latest Disclosed Ownership	1,031,925 shares
Latest Disclosed Value	$ 142,787,418

Bogart Wealth, LLC reports 13.39% increase in ownership of ACWI / iShares Trust - iShares MSCI ACWI ETF

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 1,031,925 shares of iShares Trust - iShares MSCI ACWI ETF (US:ACWI) valued at $142,787,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 910,093 shares of iShares Trust - iShares MSCI ACWI ETF. This represents a change in shares of 13.39% during the quarter. The current value of the position is $159,318,901 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-28	2026-03-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	1,031,925	121,832	13.39	142,787	10.89	5.4992
2026-01-30	2025-12-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	910,093	-8,112	-0.88	128,769	1.45	5.1670
2025-10-27	2025-09-30	13F	ISHARES MSCI ACWI ETF	ETF	464288257	918,205	-7,010	-0.76	126,933	6.68	5.1472
2025-07-30	2025-06-30	13F	ISHARES MSCI ACWI ETF	ETF	464288257	925,215	240,275	35.08	118,983	49.25	5.0821
2025-05-02	2025-03-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	684,940	-5,899	-0.85	79,720	-1.79	3.7611
2025-01-30	2024-12-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	690,839	-7,256	-1.04	81,174	-2.74	3.8495
2024-10-23	2024-09-30	13F	ISHARES MSCI ACWI ETF	ETF	464288257	698,095	4,507	0.65	83,457	7.05	3.9504
2024-07-31	2024-06-30	13F	ISHARES MSCI ACWI ETF	ETF	464288257	693,588	2,367	0.34	77,959	2.41	3.9686
2024-04-25	2024-03-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	691,221	3,914	0.57	76,124	8.83	3.9161
2024-02-07	2023-12-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	687,307	229,766	50.22	69,947	65.50	3.9468
2023-10-30	2023-09-30	13F	ISHARES MSCI ACWI ETF	ETF	464288257	457,541	5,257	1.16	42,263	-2.60	2.6108
2023-07-31	2023-06-30	13F	ISHARES MSCI ACWI ETF	ETF	464288257	452,284	8,408	1.89	43,392	7.24	2.7502
2023-04-21	2023-03-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	443,876	15,806	3.69	40,464	11.36	2.7011
2023-02-06	2022-12-31	13F	ISHARES MSCI ACWI ETF	ETF	464288257	428,070	42,227	10.94	36,335	20.99	2.5295
2022-11-03	2022-09-30	13F	ISHARES MSCI ACWI ETF	ETF	464288257	385,843	42,458	12.36	30,030	4.25	2.5065
2022-07-22	2022-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	343,385	16,685	5.11	28,807	-11.63	2.5271
2022-04-22	2022-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	326,700	49,370	17.80	32,598	11.12	2.7876
2022-01-19	2021-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	277,330	4,093	1.50	29,336	7.45	2.6490
2021-10-15	2021-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	273,237	12,911	4.96	27,302	3.64	2.7794
2021-08-06	2021-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	260,326	43,816	20.24	26,342	27.87	2.8780
2021-04-16	2021-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	216,510	32,585	17.72	20,601	23.47	2.8697
2021-01-14	2020-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	183,925	-4,423	-2.35	16,685	10.85	3.0964
2020-10-06	2020-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	188,348	-9,533	-4.82	15,052	3.18	3.3404
2020-07-08	2020-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	197,881	-696	-0.35	14,588	17.41	3.4283
2020-04-20	2020-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	198,577	195,290	5,941.28	12,425	4,678.85	3.3885
2020-02-10	2019-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,287	349	11.88	260	19.82	0.0831
2019-11-06	2019-09-30	13F/A-1	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,938	-511	-14.82	217	-14.57	0.1068
2019-10-10	2019-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,938	-511		217		0.0999
2019-07-11	2019-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,449	-4	-0.12	254	2.01	0.1535
2019-04-08	2019-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,453	-537,605	-99.36	249	-99.28	0.1201
2019-01-15	2018-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	541,058	248,302	84.82	34,714	59.68	17.3259
2018-10-16	2018-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	292,756	-10,600	-3.49	21,740	0.77	12.5883
2018-07-13	2018-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	303,356	3,447	1.15	21,574	-0.12	13.1207
2018-04-12	2018-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	299,909	862	0.29	21,599	0.19	12.4867
2018-01-10	2017-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	299,047	10,374	3.59	21,558	7.81	13.8174
2017-10-12	2017-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	288,673	6,101	2.16	19,996	8.05	14.7915
2017-09-19	2017-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	282,572	31,311	12.46	18,506	16.43	11.8664
2017-09-19	2017-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	251,261	11,770	4.91	15,895	12.17	10.5738
2017-08-30	2016-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	239,491	239,491		14,171		9.5974

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.