EFG Asset Management (Americas)’s iShares MSCI ACWI ETF ACWI Stock Holding History

EFG Asset Management (Americas)’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	$7.27M	Buy	+52,586	New	+$6.98M	1.26%	19
2018 Q4	–	Sell	-3,880	Closed	-$288K	–	105
2018 Q3	$288K	Sell	3,880 -95,189	-96%	-$6.96M	0.08%	107
2018 Q2	$7.93M	Buy	99,069 +5,026	+5%	+$365K	2.4%	8
2018 Q1	$7.61M	Sell	94,043 -14,271	-13%	-$1.05M	3.16%	7
2017 Q4	$8.68M	Buy	108,314 +12,790	+13%	+$905K	3.14%	7
2017 Q3	$7.37M	Buy	95,524 +83,172	+673%	+$5.59M	2.79%	7
2017 Q2	$809K	Buy	12,352 +3,528	+40%	+$229K	0.31%	74
2017 Q1	$558K	Buy	+8,824	New	+$546K	0.22%	88

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

EFG Asset Management (Americas)'s ACWI Position: Q3 2025 in Review

EFG Asset Management (Americas) opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2025: 52,586 shares worth $7.27M. The stake represents 1.26% of the portfolio and ranks #19 among its holdings. This is a return to the name: EFG Asset Management (Americas) previously reported a position in ACWI as recently as Q3 2018.

EFG Asset Management (Americas) first reported a position in ACWI in Q1 2017 and has held it in 8 quarters since. The position peaked at $8.68M in Q4 2017. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

EFG Asset Management (Americas) held 52,586 shares of iShares MSCI ACWI ETF worth $7.27M as of Q3 2025.
iShares MSCI ACWI ETF was a new EFG Asset Management (Americas) position in Q3 2025.
iShares MSCI ACWI ETF made up 1.26% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #19 holding.
EFG Asset Management (Americas) first reported a position in iShares MSCI ACWI ETF in Q1 2017 and has held it in 8 quarters since.
EFG Asset Management (Americas)'s iShares MSCI ACWI ETF position peaked at $8.68M in Q4 2017.
757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.