Cooksen Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cooksen Wealth’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 Q3	–	Sell	-660	Closed	-$84.9K	–	48
2025 Q2	$84.9K	Sell	660 -74	-10%	-$8.87K	0.07%	57
2025 Q1	$80.8K	Buy	+734	New	+$87.9K	0.08%	57
2024 Q1	–	Sell	-732	Closed	-$74.5K	–	48
2023 Q4	$74.5K	Buy	+732	New	+$70K	0.08%	60

Other funds holding ACWI

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

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

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

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

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

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Cooksen Wealth's ACWI Position: Q3 2025 in Review

Cooksen Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 660 shares — an estimated $84.9K sold.

Cooksen Wealth first reported a position in ACWI in Q4 2023 and held it in 3 quarters. The position peaked at $84.9K in Q2 2025. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

Cooksen Wealth reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
Cooksen Wealth sold 660 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $84.9K.
Cooksen Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 3 quarters.
Cooksen Wealth's iShares MSCI ACWI ETF position peaked at $84.9K in Q2 2025.
757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Cooksen Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.