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Dynamic Advisor Solutions’s iShares MSCI ACWI ETF ACWI Stock Holding History

Dynamic Advisor Solutions’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
-4,098
Closed -$482K – 848
2024
Q4 		$482K Buy
4,098
+2,387
+140% +$286K 0.02% 440
2024
Q3 		$205K Sell
1,711
-210
-11% -$24.1K 0.01% 881
2024
Q2 		$216K Sell
1,921
-418
-18% -$45.9K 0.01% 858
2024
Q1 		$258K Buy
2,339
+191
+9% +$20.1K 0.01% 798
2023
Q4 		$215K Buy
+2,148
New +$205K 0.01% 819
2022
Q4 		– Sell
-2,615
Closed -$204K – 723
2022
Q3 		$204K Buy
2,615
+7
+0.3% +$605 0.02% 624
2022
Q2 		$219K Buy
2,608
+4
+0.2% +$364 0.02% 625
2022
Q1 		$260K Buy
2,604
+511
+24% +$50.9K 0.02% 605
2021
Q4 		$221K Buy
+2,093
New +$219K 0.02% 657

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

Dynamic Advisor Solutions's ACWI Position: Q1 2025 in Review

Dynamic Advisor Solutions sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 4,098 shares — an estimated $482K sold.

Dynamic Advisor Solutions first reported a position in ACWI in Q4 2021 and held it in 9 quarters. The position peaked at $482K in Q4 2024. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • Dynamic Advisor Solutions reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,098 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $482K.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 9 quarters.
  • Dynamic Advisor Solutions's iShares MSCI ACWI ETF position peaked at $482K in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2025, filed 17 Apr 2025.