CWC
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Carolinas Wealth Consulting’s iShares MSCI ACWI ETF ACWI Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-1,175
Closed -$137K – 9
2025
Q1 		$137K Hold
1,175
– – 0.03% 208
2024
Q4 		$138K Buy
1,175
+7
+0.6% +$840 0.03% 215
2024
Q3 		$140K Hold
1,168
– – 0.03% 216
2024
Q2 		$131K Buy
1,168
+6
+0.5% +$660 0.03% 222
2024
Q1 		$128K Hold
1,162
– – 0.03% 229
2023
Q4 		$118K Buy
1,162
+8
+0.7% +$765 0.03% 215
2023
Q3 		$104K Hold
1,154
– – 0.03% 214
2023
Q2 		$111K Buy
1,154
+8
+0.7% +$742 0.02% 247
2023
Q1 		$104K Hold
1,146
– – 0.02% 263
2022
Q4 		$97.3K Buy
1,146
+6
+0.5% +$505 0.02% 268
2022
Q3 		$89K Hold
1,140
– – 0.02% 262
2022
Q2 		$96K Buy
1,140
+9
+0.8% +$819 0.02% 256
2022
Q1 		$113K Buy
1,131
+72
+7% +$7.17K 0.03% 242
2021
Q4 		$112K Buy
1,059
+7
+0.7% +$731 0.02% 248
2021
Q3 		$105K Sell
1,052
-288
-21% -$29.6K 0.02% 239
2021
Q2 		$136K Buy
1,340
+8
+0.6% +$797 0.03% 224
2021
Q1 		$127K Sell
1,332
-160
-11% -$15K 0.03% 225
2020
Q4 		$135K Buy
1,492
+3
+0.2% +$256 0.04% 197
2020
Q3 		$119K Sell
1,489
-90
-6% -$7.13K 0.04% 174
2020
Q2 		$116K Buy
1,579
+4
+0.3% +$279 0.05% 138
2020
Q1 		$99K Buy
+1,575
New +$117K 0.05% 112

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

Carolinas Wealth Consulting's ACWI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 1,175 shares — an estimated $137K sold.

Carolinas Wealth Consulting first reported a position in ACWI in Q1 2020 and held it in 21 quarters. The position peaked at $140K in Q3 2024. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,175 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $137K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares MSCI ACWI ETF position peaked at $140K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.