Factory Mutual Insurance’s iShares MSCI ACWI ETF ACWI Stock Holding History

Factory Mutual Insurance’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	-275,000	Closed	-$32.3M	–	168
2024 Q4	$32.3M	Hold	275,000	–	–	0.35%	73
2024 Q3	$32.9M	Hold	275,000	–	–	0.34%	76
2024 Q2	$30.9M	Sell	275,000 -592,000	-68%	-$65.1M	0.35%	71
2024 Q1	$95.5M	Sell	867,000 -269,700	-24%	-$28.3M	1.1%	19
2023 Q4	$116M	Sell	1,136,700 -276,500	-20%	-$26.5M	1.44%	13
2023 Q3	$131M	Buy	1,413,200 +813,200	+136%	+$78M	1.82%	12
2023 Q2	$57.6M	Buy	600,000 +325,000	+118%	+$30.2M	0.85%	31
2023 Q1	$25.1M	Sell	275,000 -184,100	-40%	-$16.4M	0.39%	86
2022 Q4	$39M	Buy	+459,100	New	+$38.6M	0.59%	55
2019 Q3	–	Sell	-1,050,000	Closed	-$77.4M	–	117
2019 Q2	$77.4M	Buy	+1,050,000	New	+$76.6M	0.93%	31

Other funds holding ACWI

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

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

Factory Mutual Insurance's ACWI Position: Q1 2025 in Review

Factory Mutual Insurance sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 275,000 shares — an estimated $32.3M sold.

Factory Mutual Insurance first reported a position in ACWI in Q2 2019 and held it in 10 quarters. The position peaked at $131M in Q3 2023. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

Factory Mutual Insurance reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
Factory Mutual Insurance sold 275,000 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $32.3M.
Factory Mutual Insurance first reported a position in iShares MSCI ACWI ETF in Q2 2019 and held it in 10 quarters.
Factory Mutual Insurance's iShares MSCI ACWI ETF position peaked at $131M in Q3 2023.
681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Factory Mutual Insurance's 13F filing for Q1 2025, filed 17 Apr 2025.