Friedenthal Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Friedenthal Financial’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
2026 Q1	–	Sell	-2,339	Closed	-$331K	–	245
2025 Q4	$331K	Sell	2,339 -63	-3%	-$8.84K	0.17%	96
2025 Q3	$332K	Sell	2,402 -66	-3%	-$8.77K	0.17%	93
2025 Q2	$317K	Sell	2,468 -70	-3%	-$8.39K	0.17%	97
2025 Q1	$295K	Hold	2,538	–	–	0.18%	93
2024 Q4	$298K	Sell	2,538 -69	-3%	-$8.28K	0.17%	102
2024 Q3	$312K	Sell	2,607 -55	-2%	-$6.3K	0.18%	99
2024 Q2	$299K	Sell	2,662 -56	-2%	-$6.16K	0.19%	99
2024 Q1	$299K	Sell	2,718 -51	-2%	-$5.36K	0.18%	98
2023 Q4	$282K	Sell	2,769 -60	-2%	-$5.74K	0.18%	96
2023 Q3	$261K	Sell	2,829 -125	-4%	-$12K	0.18%	101
2023 Q2	$283K	Sell	2,954 -89	-3%	-$8.26K	0.19%	97
2023 Q1	$277K	Sell	3,043 -102	-3%	-$9.1K	0.19%	96
2022 Q4	$267K	Sell	3,145 -46	-1%	-$3.87K	0.19%	95
2022 Q3	$248K	Buy	3,191 +19	+0.6%	+$1.64K	0.17%	55
2022 Q2	$266K	Buy	3,172 +43	+1%	+$3.91K	0.17%	54
2022 Q1	$312K	Buy	3,129 +95	+3%	+$9.46K	0.18%	49
2021 Q4	$321K	Sell	3,034 -309	-9%	-$32.3K	0.2%	59
2021 Q3	$334K	Sell	3,343 -91	-3%	-$9.34K	0.2%	57
2021 Q2	$347K	Hold	3,434	–	–	0.21%	56
2021 Q1	$327K	Sell	3,434 -44	-1%	-$4.13K	0.24%	46
2020 Q4	$315K	Sell	3,478 -97	-3%	-$8.29K	0.24%	45
2020 Q3	$286K	Sell	3,575 -104	-3%	-$8.24K	0.23%	48
2020 Q2	$271K	Sell	3,679 -123	-3%	-$8.58K	0.23%	44
2020 Q1	$238K	Buy	3,802 +67	+2%	+$4.96K	0.23%	43
2019 Q4	$296K	Sell	3,735 -101	-3%	-$7.72K	0.23%	49
2019 Q3	$283K	Sell	3,836 -47	-1%	-$3.44K	0.22%	50
2019 Q2	$286K	Sell	3,883 -79	-2%	-$5.76K	0.25%	57
2019 Q1	$286K	Sell	3,962 -109	-3%	-$7.58K	0.24%	52
2018 Q4	$261K	Buy	4,071 +207	+5%	+$14.2K	0.24%	49
2018 Q3	$287K	Buy	3,864 +2	+0.1%	+$146	0.24%	55
2018 Q2	$275K	Sell	3,862 -115	-3%	-$8.34K	0.24%	56
2018 Q1	$285K	Sell	3,977 -88	-2%	-$6.48K	0.24%	59
2017 Q4	$293K	Sell	4,065 -113	-3%	-$7.99K	0.26%	54
2017 Q3	$288K	Sell	4,178 -105	-2%	-$7.06K	0.26%	53
2017 Q2	$280K	Sell	4,283 -143	-3%	-$9.28K	0.26%	45
2017 Q1	$280K	Sell	4,426 -81	-2%	-$5.01K	0.26%	43
2016 Q4	$267K	Sell	4,507 -125	-3%	-$7.34K	0.24%	43
2016 Q3	$274K	Hold	4,632	–	–	0.24%	42
2016 Q2	$260K	Sell	4,632 -101	-2%	-$5.7K	0.22%	41
2016 Q1	$264K	Hold	4,733	–	–	0.24%	37
2015 Q4	$264K	Buy	4,733 +328	+7%	+$18.8K	0.24%	37
2015 Q3	$238K	Hold	4,405	–	–	0.21%	37
2015 Q2	$262K	Buy	+4,405	New	+$272K	0.23%	44

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Friedenthal Financial's ACWI Position: Q1 2026 in Review

Friedenthal Financial sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 2,339 shares — an estimated $331K sold.

Friedenthal Financial first reported a position in ACWI in Q2 2015 and held it in 43 quarters. The position peaked at $347K in Q2 2021. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Friedenthal Financial reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
Friedenthal Financial sold 2,339 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $331K.
Friedenthal Financial first reported a position in iShares MSCI ACWI ETF in Q2 2015 and held it in 43 quarters.
Friedenthal Financial's iShares MSCI ACWI ETF position peaked at $347K in Q2 2021.
798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Friedenthal Financial's 13F filing for Q1 2026, filed 20 Apr 2026.