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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 $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

AlphaStar Capital Management's ACWI Position: Q3 2025 in Review

AlphaStar Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 8,442 shares — an estimated $1.09M sold.

AlphaStar Capital Management first reported a position in ACWI in Q2 2019 and held it in 10 quarters. The position peaked at $4.03M in Q4 2019. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • AlphaStar Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 8,442 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $1.09M.
  • AlphaStar Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2019 and held it in 10 quarters.
  • AlphaStar Capital Management's iShares MSCI ACWI ETF position peaked at $4.03M in Q4 2019.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.