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 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

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return