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Beacon Capital Management LLC (Tennessee)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-46
Closed -$5.92K – 149
2025
Q2 		$5.92K Hold
46
– – ﹤0.01% 723
2025
Q1 		$5.35K Hold
46
– – ﹤0.01% 754
2024
Q4 		$5.41K Hold
46
– – ﹤0.01% 711
2024
Q3 		$5.5K Hold
46
– – ﹤0.01% 790
2024
Q2 		$5.17K Hold
46
– – ﹤0.01% 696
2024
Q1 		$5.07K Hold
46
– – ﹤0.01% 701
2023
Q4 		$4.25K Hold
46
– – ﹤0.01% 673
2023
Q3 		$4.41K Hold
46
– – ﹤0.01% 724
2023
Q2 		$4.41K Hold
46
– – ﹤0.01% 724
2023
Q1 		$4.19K Hold
46
– – ﹤0.01% 666
2022
Q4 		$3.9K Hold
46
– – ﹤0.01% 693
2022
Q3 		$4K Hold
46
– – ﹤0.01% 615
2022
Q2 		$5K Hold
46
– – ﹤0.01% 629
2022
Q1 		$5K Buy
+46
New +$4.58K ﹤0.01% 629

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

Beacon Capital Management LLC (Tennessee)'s ACWI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 46 shares — an estimated $5.92K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ACWI in Q1 2022 and held it in 14 quarters. The position peaked at $5.92K in Q2 2025. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 46 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $5.92K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares MSCI ACWI ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares MSCI ACWI ETF position peaked at $5.92K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.