ACM
ACWI icon

AlphaStar Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

AlphaStar Capital Management’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
Q3 		– Sell
-8,442
Closed -$1.09M – 201
2025
Q2 		$1.09M Buy
+8,442
New +$1.01M 0.08% 164
2024
Q4 		– Sell
-8,976
Closed -$1.07M – 206
2024
Q3 		$1.07M Buy
8,976
+669
+8% +$76.7K 0.09% 151
2024
Q2 		$934K Buy
8,307
+1,412
+20% +$155K 0.09% 145
2024
Q1 		$759K Buy
6,895
+1,541
+29% +$162K 0.08% 148
2023
Q4 		$545K Buy
5,354
+665
+14% +$63.6K 0.05% 178
2023
Q3 		$433K Buy
4,689
+499
+12% +$47.9K 0.05% 194
2023
Q2 		$402K Buy
+4,190
New +$389K 0.05% 206
2020
Q1 		– Sell
-50,839
Closed -$4.03M – 179
2019
Q4 		$4.03M Buy
50,839
+12,957
+34% +$991K 0.87% 21
2019
Q3 		$2.79M Buy
37,882
+13,769
+57% +$1.01M 0.67% 33
2019
Q2 		$1.78M Buy
+24,113
New +$1.76M 0.45% 50

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return