Clearview Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Clearview Wealth Advisors’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	$529K	Hold	3,742	–	–	0.34%	55
2025 Q3	$517K	Hold	3,742	–	–	0.33%	57
2025 Q2	$481K	Hold	3,742	–	–	0.34%	59
2025 Q1	$436K	Hold	3,742	–	–	0.33%	63
2024 Q4	$440K	Hold	3,742	–	–	0.33%	58
2024 Q3	$447K	Hold	3,742	–	–	0.34%	57
2024 Q2	$421K	Hold	3,742	–	–	0.37%	56
2024 Q1	$412K	Sell	3,742 -45	-1%	-$4.72K	0.42%	58
2023 Q4	$385K	Buy	3,787 +34	+0.9%	+$3.25K	0.45%	70
2023 Q3	$347K	Sell	3,753 -46	-1%	-$4.41K	0.43%	76
2023 Q2	$364K	Buy	3,799 +37	+1%	+$3.43K	0.37%	76
2023 Q1	$343K	Hold	3,762	–	–	0.35%	85
2022 Q4	$319K	Buy	3,762 +29	+0.8%	+$2.44K	0.25%	81
2022 Q3	$291K	Hold	3,733	–	–	0.23%	67
2022 Q2	$313K	Buy	3,733 +36	+1%	+$3.28K	0.23%	68
2022 Q1	$369K	Buy	3,697 +2	+0.1%	+$199	0.24%	70
2021 Q4	$391K	Buy	3,695 +34	+0.9%	+$3.55K	0.24%	85
2021 Q3	$366K	Sell	3,661 -10	-0.3%	-$1.03K	0.23%	80
2021 Q2	$372K	Sell	3,671 -812	-18%	-$80.9K	0.23%	84
2021 Q1	$427K	Sell	4,483 -3,216	-42%	-$302K	0.28%	72
2020 Q4	$699K	Buy	+7,699	New	+$658K	0.47%	45

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

Clearview Wealth Advisors's ACWI Position: Q4 2025 in Review

Clearview Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q4 2025 at 3,742 shares worth $529K. The position accounts for 0.34% of the portfolio, ranked #55.

Clearview Wealth Advisors first reported a position in ACWI in Q4 2020 and has held it in 21 quarters since. The position peaked at $699K in Q4 2020. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

Clearview Wealth Advisors held 3,742 shares of iShares MSCI ACWI ETF worth $529K as of Q4 2025.
Clearview Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q4 2025.
iShares MSCI ACWI ETF made up 0.34% of Clearview Wealth Advisors's portfolio in Q4 2025, its #55 holding.
Clearview Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's iShares MSCI ACWI ETF position peaked at $699K in Q4 2020.
811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.