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Cyr Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cyr Financial’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
Q4 		– Sell
-1,661
Closed -$230K – 59
2025
Q3 		$230K Sell
1,661
-27
-2% -$3.59K 0.16% 57
2025
Q2 		$217K Sell
1,688
-1,076
-39% -$129K 0.17% 52
2025
Q1 		$322K Sell
2,764
-360
-12% -$43.1K 0.29% 47
2024
Q4 		$367K Sell
3,124
-345
-10% -$41.4K 0.33% 44
2024
Q3 		$415K Buy
3,469
+196
+6% +$22.5K 0.39% 40
2024
Q2 		$368K Buy
+3,273
New +$360K 0.37% 37

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Cyr Financial's ACWI Position: Q4 2025 in Review

Cyr Financial sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 1,661 shares — an estimated $230K sold.

Cyr Financial first reported a position in ACWI in Q2 2024 and held it in 6 quarters. The position peaked at $415K in Q3 2024. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Cyr Financial reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Cyr Financial sold 1,661 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $230K.
  • Cyr Financial first reported a position in iShares MSCI ACWI ETF in Q2 2024 and held it in 6 quarters.
  • Cyr Financial's iShares MSCI ACWI ETF position peaked at $415K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Cyr Financial's 13F filing for Q4 2025, filed 16 Jan 2026.