Belmont Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Belmont Capital’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	$347K	Hold	2,697	–	–	0.05%	95
2025 Q1	$314K	Hold	2,697	–	–	0.06%	96
2024 Q4	$317K	Hold	2,697	–	–	0.05%	63
2024 Q3	$322K	Hold	2,697	–	–	0.05%	93
2024 Q2	$303K	Sell	2,697 -1,933	-42%	-$212K	0.06%	107
2024 Q1	$510K	Hold	4,630	–	–	0.14%	57
2023 Q4	$471K	Hold	4,630	–	–	0.2%	48
2023 Q3	$428K	Hold	4,630	–	–	0.23%	42
2023 Q2	$444K	Hold	4,630	–	–	0.25%	36
2023 Q1	$422K	Hold	4,630	–	–	0.35%	25
2022 Q4	$393K	Hold	4,630	–	–	0.42%	23
2022 Q3	$360K	Sell	4,630 -3,492	-43%	-$302K	0.42%	18
2022 Q2	$681K	Hold	8,122	–	–	0.82%	11
2022 Q1	$810K	Hold	8,122	–	–	0.81%	8
2021 Q4	$859K	Hold	8,122	–	–	0.67%	10
2021 Q3	$812K	Hold	8,122	–	–	0.66%	10
2021 Q2	$822K	Hold	8,122	–	–	0.85%	8
2021 Q1	$773K	Sell	8,122 -1,421	-15%	-$134K	0.96%	6
2020 Q4	$866K	Sell	9,543 -976	-9%	-$83.4K	0.39%	10
2020 Q3	$841K	Hold	10,519	–	–	0.32%	9
2020 Q2	$775K	Buy	10,519 +11	+0.1%	+$767	0.44%	8
2020 Q1	$657K	Hold	10,508	–	–	0.57%	9
2019 Q4	$833K	Buy	+10,508	New	+$803K	0.68%	9

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Belmont Capital's ACWI Position: Q2 2025 in Review

Belmont Capital held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2025 at 2,697 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #95.

Belmont Capital first reported a position in ACWI in Q4 2019 and has held it in 23 quarters since. The position peaked at $866K in Q4 2020. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

Belmont Capital held 2,697 shares of iShares MSCI ACWI ETF worth $347K as of Q2 2025.
Belmont Capital left its iShares MSCI ACWI ETF share count unchanged in Q2 2025.
iShares MSCI ACWI ETF made up 0.05% of Belmont Capital's portfolio in Q2 2025, its #95 holding.
Belmont Capital first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's iShares MSCI ACWI ETF position peaked at $866K in Q4 2020.
712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.