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Financial Services Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Services Advisory’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
-79,665
Closed -$9.27M – 49
2025
Q1 		$9.27M Buy
79,665
+2,220
+3% +$266K 3.51% 13
2024
Q4 		$9.1M Buy
77,445
+3,209
+4% +$385K 2.13% 15
2024
Q3 		$8.87M Buy
74,236
+56,477
+318% +$6.47M 2.15% 16
2024
Q2 		$2M Buy
+17,759
New +$1.95M 0.55% 27

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 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 $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Financial Services Advisory's ACWI Position: Q2 2025 in Review

Financial Services Advisory sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 79,665 shares — an estimated $9.27M sold.

Financial Services Advisory first reported a position in ACWI in Q2 2024 and held it in 4 quarters. The position peaked at $9.27M in Q1 2025. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Financial Services Advisory reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Services Advisory sold 79,665 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $9.27M.
  • Financial Services Advisory first reported a position in iShares MSCI ACWI ETF in Q2 2024 and held it in 4 quarters.
  • Financial Services Advisory's iShares MSCI ACWI ETF position peaked at $9.27M in Q1 2025.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.