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Continuum Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Continuum Advisory’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
-257
Closed -$29.9K – 434
2025
Q1 		$29.9K Hold
257
– – ﹤0.01% 783
2024
Q4 		$30.2K Hold
257
– – ﹤0.01% 761
2024
Q3 		$30.8K Buy
257
+10
+4% +$1.15K ﹤0.01% 747
2024
Q2 		$27.8K Buy
+247
New +$27.1K ﹤0.01% 734
2018
Q1 		– Sell
-3,448
Closed -$249K – 137
2017
Q4 		$249K Buy
+3,448
New +$244K 0.19% 134

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PEGL
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 $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Continuum Advisory's ACWI Position: Q2 2025 in Review

Continuum Advisory sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 257 shares — an estimated $29.9K sold.

Continuum Advisory first reported a position in ACWI in Q4 2017 and held it in 5 quarters. The position peaked at $249K in Q4 2017. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Continuum Advisory reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 257 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $29.9K.
  • Continuum Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 5 quarters.
  • Continuum Advisory's iShares MSCI ACWI ETF position peaked at $249K in Q4 2017.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.