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Evergreen Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Evergreen Capital 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
-11,930
Closed -$1.39M – 1136
2025
Q1 		$1.39M Hold
11,930
– – 0.05% 286
2024
Q4 		$1.4M Buy
11,930
+430
+4% +$51.6K 0.05% 299
2024
Q3 		$1.37M Hold
11,500
– – 0.05% 291
2024
Q2 		$1.29M Hold
11,500
– – 0.05% 283
2024
Q1 		$1.27M Hold
11,500
– – 0.05% 271
2023
Q4 		$1.17M Hold
11,500
– – 0.05% 275
2023
Q3 		$1.06M Hold
11,500
– – 0.05% 279
2023
Q2 		$1.1M Buy
+11,500
New +$1.07M 0.05% 280

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 $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $530B 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 $95.4B AUM 38.74% 1-Year Est. Return

Evergreen Capital Management's ACWI Position: Q2 2025 in Review

Evergreen Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 11,930 shares — an estimated $1.39M sold.

Evergreen Capital Management first reported a position in ACWI in Q2 2023 and held it in 8 quarters. The position peaked at $1.4M in Q4 2024. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Evergreen Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 11,930 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $1.39M.
  • Evergreen Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2023 and held it in 8 quarters.
  • Evergreen Capital Management's iShares MSCI ACWI ETF position peaked at $1.4M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.