Joel Greenblatt's ACWI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 195,402 shares of iShares MSCI ACWI ETF (ACWI) worth $27.65 M, representing 0.10% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ACWI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 42,602 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares MSCI ACWI ETF (ACWI) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI ACWI ETF (ACWI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +13,255 | Add 7.28% | 195,402 | $141.49 |
| Q3 2025 | +22,062 | Add 13.78% | 182,147 | $138.24 |
| Q2 2025 | +42,602 | Add 36.26% | 160,085 | $128.60 |
| Q4 2024 | +14,280 | Add 13.84% | 117,483 | $117.50 |
| Q1 2024 | +38,428 | Add 59.33% | 103,203 | $110.13 |
| Q4 2023 | +10,252 | Add 18.80% | 64,775 | $101.77 |
| Q2 2023 | +6,884 | Add 14.45% | 54,523 | $95.94 |
| Q1 2023 | +23,034 | Add 93.62% | 47,639 | $91.16 |
| Q3 2022 | +8,516 | Add 52.93% | 24,605 | $77.83 |
| Q2 2022 | +16,089 | New Buy | 16,089 | $83.91 |
Joel Greenblatt's iShares MSCI ACWI ETF Investment FAQs
Joel Greenblatt first purchased iShares MSCI ACWI ETF (ACWI) in Q2 2022, acquiring 16,089 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares MSCI ACWI ETF (ACWI) for 15 quarters since Q2 2022.
Joel Greenblatt's largest addition to iShares MSCI ACWI ETF (ACWI) was in Q2 2025, adding 160,085 shares worth $20.59 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 195,402 shares of iShares MSCI ACWI ETF (ACWI), valued at approximately $27.65 M.
As of the Q4 2025 filing, iShares MSCI ACWI ETF (ACWI) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares MSCI ACWI ETF (ACWI) was 195,402 shares, as reported at the end of Q4 2025.