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Congress Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Congress Wealth Management’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 		$9.61M Buy
74,701
+37,042
+98% +$4.44M 0.09% 255
2025
Q1 		$4.38M Sell
37,659
-113
-0.3% -$13.5K 0.05% 347
2024
Q4 		$4.44M Buy
37,772
+1,286
+4% +$154K 0.06% 301
2024
Q3 		$4.36M Buy
36,486
+352
+1% +$40.3K 0.06% 311
2024
Q2 		$4.06M Sell
36,134
-408
-1% -$44.8K 0.06% 274
2024
Q1 		$4.02M Sell
36,542
-913
-2% -$95.9K 0.07% 250
2023
Q4 		$3.81M Sell
37,455
-3,194
-8% -$306K 0.07% 250
2023
Q3 		$3.75M Buy
40,649
+428
+1% +$41.1K 0.08% 244
2023
Q2 		$3.86M Sell
40,221
-76
-0.2% -$7.05K 0.09% 219
2023
Q1 		$3.67M Sell
40,297
-2,466
-6% -$220K 0.09% 213
2022
Q4 		$3.63M Buy
42,763
+3,363
+9% +$283K 0.09% 208
2022
Q3 		$3.07M Buy
39,400
+8,417
+27% +$727K 0.08% 227
2022
Q2 		$2.6M Sell
30,983
-2,040
-6% -$186K 0.07% 253
2022
Q1 		$3.29M Sell
33,023
-4,938
-13% -$492K 0.07% 257
2021
Q4 		$4.01M Buy
+37,961
New +$3.97M 0.08% 246

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 $112B AUM 36.28% 1-Year Est. Return

Congress Wealth Management's ACWI Position: Q2 2025 in Review

Congress Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 98% in Q2 2025, buying an estimated $4.44M and bringing the position to 74,701 shares worth $9.61M. The position accounts for 0.09% of the portfolio, ranked #255.

Congress Wealth Management first reported a position in ACWI in Q4 2021 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Congress Wealth Management held 74,701 shares of iShares MSCI ACWI ETF worth $9.61M as of Q2 2025.
  • Congress Wealth Management bought 37,042 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $4.44M.
  • iShares MSCI ACWI ETF made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #255 holding.
  • Congress Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 15 quarters since.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.