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Avantax Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Avantax Advisory Services’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
Q2 		$2.1M Buy
+16,356
New +$1.96M 0.01% 773
2023
Q1 		– Sell
-3,386
Closed -$287K – 1486
2022
Q4 		$287K Buy
+3,386
New +$285K ﹤0.01% 1128

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Avantax Advisory Services's ACWI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2025: 16,356 shares worth $2.1M. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in ACWI as recently as Q4 2022.

Avantax Advisory Services first reported a position in ACWI in Q4 2022 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Avantax Advisory Services held 16,356 shares of iShares MSCI ACWI ETF worth $2.1M as of Q2 2025.
  • iShares MSCI ACWI ETF was a new Avantax Advisory Services position in Q2 2025.
  • iShares MSCI ACWI ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #773 holding.
  • Avantax Advisory Services first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.