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Financial Gravity Companies’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Gravity Companies’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 		$33.4K Buy
+260
New +$31.2K 0.01% 363
2024
Q4 		$30.6K Hold
260
– – 0.01% 369
2024
Q3 		$31.1K Buy
+260
New +$29.8K 0.01% 221
2018
Q4 		$34K Buy
+492
New +$33.8K 0.03% 423

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

Financial Gravity Companies's ACWI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2025: 260 shares worth $33.4K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ACWI as recently as Q4 2024.

Financial Gravity Companies first reported a position in ACWI in Q4 2018 and has held it in 4 quarters since. The position peaked at $34K in Q4 2018. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Financial Gravity Companies held 260 shares of iShares MSCI ACWI ETF worth $33.4K as of Q2 2025.
  • iShares MSCI ACWI ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares MSCI ACWI ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #363 holding.
  • Financial Gravity Companies first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares MSCI ACWI ETF position peaked at $34K in Q4 2018.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.