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Financial Advocates Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Advocates Investment 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
-14,081
Closed -$1.64M – 629
2025
Q1 		$1.64M Hold
14,081
– – 0.11% 195
2024
Q4 		$1.65M Sell
14,081
-1,318
-9% -$158K 0.09% 204
2024
Q3 		$2.05M Buy
15,399
+1,208
+9% +$138K 0.12% 178
2024
Q2 		$1.6M Sell
14,191
-1,608
-10% -$177K 0.1% 202
2024
Q1 		$1.82M Buy
15,799
+2,945
+23% +$309K 0.11% 197
2023
Q4 		$1.33M Buy
12,854
+8,609
+203% +$824K 0.09% 233
2023
Q3 		$413K Buy
4,245
+237
+6% +$22.7K 0.03% 457
2023
Q2 		$385K Sell
4,008
-21,218
-84% -$1.97M 0.03% 455
2023
Q1 		$1.14M Buy
25,226
+22,529
+835% +$2.01M 0.08% 263
2022
Q4 		$229K Buy
+2,697
New +$227K 0.02% 636

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 $14.6B AUM 57.48% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $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

Financial Advocates Investment Management's ACWI Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 14,081 shares — an estimated $1.64M sold.

Financial Advocates Investment Management first reported a position in ACWI in Q4 2022 and held it in 10 quarters. The position peaked at $2.05M in Q3 2024. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,081 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $1.64M.
  • Financial Advocates Investment Management first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 10 quarters.
  • Financial Advocates Investment Management's iShares MSCI ACWI ETF position peaked at $2.05M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.