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

CreativeOne 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
Q1 		– Sell
-6,612
Closed -$777K – 1057
2024
Q4 		$777K Buy
+6,612
New +$793K 0.02% 552
2024
Q1 		– Sell
-2,647
Closed -$269K – 874
2023
Q4 		$269K Buy
+2,647
New +$253K 0.02% 532
2022
Q1 		– Sell
-4,694
Closed -$497K – 730
2021
Q4 		$497K Buy
+4,694
New +$490K 0.02% 456
2021
Q1 		– Sell
-4,977
Closed -$452K – 563
2020
Q4 		$452K Buy
+4,977
New +$425K 0.04% 304

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

CreativeOne Wealth's ACWI Position: Q1 2025 in Review

CreativeOne Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 6,612 shares — an estimated $777K sold.

CreativeOne Wealth first reported a position in ACWI in Q4 2020 and held it in 4 quarters. The position peaked at $777K in Q4 2024. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • CreativeOne Wealth reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 6,612 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $777K.
  • CreativeOne Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 4 quarters.
  • CreativeOne Wealth's iShares MSCI ACWI ETF position peaked at $777K in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.