AA
ACWI icon

Advisory Alpha’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advisory Alpha’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,843
Closed -$814K – 521
2025
Q3 		$814K Buy
5,843
+372
+7% +$49.4K 0.02% 214
2025
Q2 		$704K Buy
5,471
+9
+0.2% +$1.08K 0.02% 217
2025
Q1 		$636K Buy
5,462
+5
+0.1% +$599 0.02% 216
2024
Q4 		$641K Hold
5,457
– – 0.02% 198
2024
Q3 		$653K Sell
5,457
-540
-9% -$61.9K 0.02% 197
2024
Q2 		$674K Buy
5,997
+4
+0.1% +$440 0.03% 180
2024
Q1 		$660K Sell
5,993
-818
-12% -$85.9K 0.03% 193
2023
Q4 		$693K Sell
6,811
-924
-12% -$88.4K 0.03% 179
2023
Q3 		$715K Sell
7,735
-2,833
-27% -$272K 0.04% 163
2023
Q2 		$1.01M Buy
+10,568
New +$981K 0.05% 154
2020
Q4 		– Sell
-2,076
Closed -$169K – 115
2020
Q3 		$169K Buy
+2,076
New +$164K 0.04% 101
2020
Q2 		– Sell
-2,593
Closed -$172K – 118
2020
Q1 		$172K Sell
2,593
-19,556
-88% -$1.45M 0.05% 106
2019
Q4 		$1.79M Buy
22,149
+3,836
+21% +$293K 0.43% 36
2019
Q3 		$1.33M Buy
18,313
+712
+4% +$52.2K 0.39% 39
2019
Q2 		$1.31M Buy
17,601
+3,132
+22% +$228K 0.44% 37
2019
Q1 		$1.05M Buy
14,469
+1,215
+9% +$84.5K 0.38% 40
2018
Q4 		$914K Buy
13,254
+1,341
+11% +$92.1K 0.43% 36
2018
Q3 		$803K Buy
11,913
+4,772
+67% +$349K 0.2% 83
2018
Q2 		$522K Buy
+7,141
New +$518K 0.13% 94

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Advisory Alpha's ACWI Position: Q4 2025 in Review

Advisory Alpha sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 5,843 shares — an estimated $814K sold.

Advisory Alpha first reported a position in ACWI in Q2 2018 and held it in 19 quarters. The position peaked at $1.79M in Q4 2019. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Advisory Alpha reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Advisory Alpha sold 5,843 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $814K.
  • Advisory Alpha first reported a position in iShares MSCI ACWI ETF in Q2 2018 and held it in 19 quarters.
  • Advisory Alpha's iShares MSCI ACWI ETF position peaked at $1.79M in Q4 2019.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Advisory Alpha's 13F filing for Q4 2025, filed 6 Feb 2026.