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Country Club Bank’s iShares MSCI ACWI ETF ACWI Stock Holding History

Country Club Bank’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 		$410K Buy
2,975
+275
+10% +$36.5K 0.02% 275
2025
Q2 		$346K Sell
2,700
-290
-10% -$34.8K 0.02% 282
2025
Q1 		$348K Buy
2,990
+395
+15% +$47.3K 0.02% 279
2024
Q4 		$306K Sell
2,595
-165
-6% -$19.8K 0.02% 287
2024
Q3 		$330K Sell
2,760
-130
-4% -$14.9K 0.02% 283
2024
Q2 		$325K Hold
2,890
– – 0.02% 272
2024
Q1 		$318K Sell
2,890
-25
-0.9% -$2.63K 0.02% 271
2023
Q4 		$297K Hold
2,915
– – 0.02% 270
2023
Q3 		$270K Hold
2,915
– – 0.02% 267
2023
Q2 		$277K Buy
2,915
+15
+0.5% +$1.39K 0.02% 259
2023
Q1 		$262K Hold
2,900
– – 0.02% 265
2022
Q4 		$246K Hold
2,900
– – 0.02% 267
2022
Q3 		$228K Sell
2,900
-85
-3% -$7.34K 0.02% 252
2022
Q2 		$252K Hold
2,985
– – 0.02% 241
2022
Q1 		$303K Buy
+2,985
New +$297K 0.03% 224

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56B AUM 17.86% 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 $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Country Club Bank's ACWI Position: Q3 2025 in Review

Country Club Bank increased its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q3 2025, buying an estimated $36.5K and bringing the position to 2,975 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #275.

Country Club Bank first reported a position in ACWI in Q1 2022 and has held it in 15 quarters since. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Country Club Bank held 2,975 shares of iShares MSCI ACWI ETF worth $410K as of Q3 2025.
  • Country Club Bank bought 275 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $36.5K.
  • iShares MSCI ACWI ETF made up 0.02% of Country Club Bank's portfolio in Q3 2025, its #275 holding.
  • Country Club Bank first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 15 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.