Centerstone Investors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Centerstone Investors’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 Q4	$5.23M	Hold	36,984	–	–	16.45%	2
2025 Q3	$5.11M	Buy	36,984 +21,000	+131%	+$2.79M	18.22%	2
2025 Q2	$2.06M	Sell	15,984 -43,316	-73%	-$5.19M	8.43%	2
2025 Q1	$6.9M	Buy	+59,300	New	+$7.1M	16.37%	2
2023 Q4	–	Sell	-133,000	Closed	-$12.3M	–	25
2023 Q3	$12.3M	Hold	133,000	–	–	12.55%	1
2023 Q2	$12.8M	Hold	133,000	–	–	12.71%	1
2023 Q1	$12.1M	Buy	+133,000	New	+$11.9M	14.25%	1

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Granger Management New York $323M AUM 22.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PEGL

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Centerstone Investors's ACWI Position: Q4 2025 in Review

Centerstone Investors held its iShares MSCI ACWI ETF (ACWI) position steady in Q4 2025 at 36,984 shares worth $5.23M. The position accounts for 16.45% of the portfolio, ranked #2.

Centerstone Investors first reported a position in ACWI in Q1 2023 and has held it in 7 quarters since. The position peaked at $12.8M in Q2 2023. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

Centerstone Investors held 36,984 shares of iShares MSCI ACWI ETF worth $5.23M as of Q4 2025.
Centerstone Investors left its iShares MSCI ACWI ETF share count unchanged in Q4 2025.
iShares MSCI ACWI ETF made up 16.45% of Centerstone Investors's portfolio in Q4 2025, its #2 holding.
Centerstone Investors first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 7 quarters since.
Centerstone Investors's iShares MSCI ACWI ETF position peaked at $12.8M in Q2 2023.
811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Centerstone Investors's 13F filing for Q4 2025, filed 30 Jan 2026.