ACWI - ETF AI Analysis
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iShares MSCI ACWI ETF (ACWI)
ACWI’s rating reflects a solid, globally diversified portfolio led by large, high-quality tech names like Microsoft and Alphabet, whose strong financial performance and growth in cloud and AI provide a powerful foundation for the fund. Other major holdings such as Apple, Nvidia, and Amazon also support the rating through robust profitability and long-term growth themes, though their high valuations and some mixed technical signals introduce risk. The main risk factor is the fund’s heavy concentration in big technology and AI-related companies, which can make performance more sensitive to swings in that sector.
ACWI vs. SPDR S&P 500 ETF (SPY)
- AUM
- 32.71B
- Region
- Global
- Expense Ratio
- 0.32%
- Beta
- 0.92
- Issuer
- iShares
- Inception Date
- Mar 26, 2008
- Dividend Yield
- 1.41%
- Asset Class
- Equity
- Index Tracked
- MSCI ACWI Index
ACWI Summary
ACWI is the iShares MSCI ACWI ETF, built to follow the MSCI All Country World Index, which covers stocks from both U.S. and international markets, including developed and emerging countries. It owns many well-known companies such as Apple, Microsoft, Amazon, and Tesla, along with hundreds of others across technology, finance, health care, and more. Someone might invest in ACWI to get instant global diversification in a single fund and use it as a core long-term holding for broad market growth. A key risk is that its value can rise or fall with global stock markets, especially large tech companies.
How much will it cost me?
The iShares MSCI ACWI ETF has an expense ratio of 0.32%, which means you’ll pay $3.20 per year for every $1,000 invested. This is lower than average for actively managed funds but slightly higher than many passively managed ETFs, as it provides broad global exposure to both developed and emerging markets.
What would affect this ETF?
The iShares MSCI ACWI ETF could benefit from global economic growth, particularly in technology and consumer sectors, as its top holdings include major tech companies like Nvidia, Apple, and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and geopolitical tensions or regulatory changes in key markets, especially in emerging economies. Its broad exposure to global equities provides diversification but also makes it sensitive to worldwide economic and sector-specific trends.
ACWI Top 10 Holdings
ACWI’s story is largely written by Big Tech and chipmakers. Nvidia and Apple have been rising steadily, acting as twin engines for the fund, while Microsoft adds a solid, if slightly mixed, boost thanks to its strong longer-term momentum. Meta has recently caught fire, giving performance an extra lift, and Micron’s powerful run in AI-related memory chips adds more fuel from the semiconductor side. On the flip side, Tesla is losing steam and Broadcom has been lagging, modestly offsetting gains. Overall, it’s a globally diversified ETF with a clear tilt toward U.S. technology leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 4.86% | $1.59B | $5.00T | 29.46% | 79Outperform |
 NVDA | Nvidia | 4.85% | $1.59B | $5.23T | 18.52% | 76Outperform |
 MSFT | Microsoft | 3.66% | $1.20B | $3.95T | 2.92% | 79Outperform |
 AMZN | Amazon | 2.48% | $811.97M | $2.83T | 21.32% | 71Outperform |
 GOOGL | Alphabet Class A | 1.94% | $637.37M | $4.14T | 32.63% | 85Outperform |
 GOOG | Alphabet Class C | 1.53% | $502.47M | $4.14T | 30.88% | 82Outperform |
 META | Meta Platforms | 1.49% | $486.87M | $1.80T | -5.18% | 76Outperform |
 AVGO | Broadcom | 1.47% | $482.66M | $1.60T | -4.26% | 76Outperform |
 TSLA | Tesla | 1.04% | $341.47M | $1.45T | -16.48% | 73Outperform |
 MU | Micron | 0.99% | $323.40M | $1.02T | 333.37% | 79Outperform |
ACWI Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACWI, the sentiment is Positive. The current price of 158.77 is below the 20-day moving average (MA) of 159.82, below the 50-day MA of 160.28, and above the 200-day MA of 151.98, indicating a neutral trend. The MACD of -0.35 indicates Positive momentum. The RSI at 45.90 is Neutral, neither overbought nor oversold. The STOCH value of 28.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACWI.
ACWI Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ACWI | $158.77 | $172.00(8.33% Upside) | $32.71B | 0.32% | 66Neutral |
 VT | $157.80 | $192.59(22.05% Upside) | $82.11B | 0.06% | 64Neutral |
 CGGO | $38.20 | $50.48(32.15% Upside) | $11.87B | 0.47% | 64Neutral |
 JGLO | $72.35 | $88.75(22.67% Upside) | $6.31B | 0.47% | 72Outperform |
 CGDG | $37.89 | $43.57(14.99% Upside) | $5.81B | 0.47% | 68Neutral |
 ACWV | $128.53 | $143.20(11.42% Upside) | $3.38B | 0.20% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ACWI | iShares MSCI ACWI ETF | 158.77 | 21.81 | 15.93% | |
| VT | Vanguard Total World Stock ETF | 157.80 | 21.58 | 15.84% | |
| CGGO | Capital Group Global Growth Equity ETF | 38.20 | 4.14 | 12.15% | |
| JGLO | JPMorgan Global Select Equity ETF | 72.35 | 5.10 | 7.59% | |
| CGDG | Capital Group Dividend Growers ETF | 37.89 | 3.82 | 11.23% | |
| ACWV | iShares MSCI Global Min Vol Factor ETF | 128.53 | 10.10 | 8.53% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.