DWM
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Darwin Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Darwin Wealth Management’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
-10
Closed -$1.18K – 611
2025
Q1 		$1.18K Hold
10
– – ﹤0.01% 550
2024
Q4 		$1.18K Hold
10
– – ﹤0.01% 550
2024
Q3 		$1.2K Buy
+10
New +$1.15K ﹤0.01% 552
2020
Q2 		– Sell
-1,496
Closed -$92K – 165
2020
Q1 		$92K Buy
+1,496
New +$111K 0.03% 184
2018
Q4 		– Sell
-3,442
Closed -$261K – 94
2018
Q3 		$261K Buy
3,442
+466
+16% +$34.1K 0.15% 105
2018
Q2 		$214K Buy
+2,976
New +$216K 0.14% 121

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 $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $501B 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 $86.6B AUM 38.74% 1-Year Est. Return