FSA Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

FSA Wealth 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 Q3	$118K	Sell	851 -74	-8%	-$9.83K	0.04%	83
2025 Q2	$119K	Sell	925 -150	-14%	-$18K	0.05%	79
2025 Q1	$125K	Sell	1,075 -205	-16%	-$24.6K	0.05%	72
2024 Q4	$150K	Hold	1,280	–	–	0.06%	64
2024 Q3	$153K	Buy	+1,280	New	+$147K	0.06%	68
2024 Q1	$145K	Hold	1,316	–	–	0.06%	64
2023 Q4	$134K	Buy	+1,316	New	+$126K	0.06%	67
2021 Q1	–	Sell	-485	Closed	-$44K	–	50
2020 Q4	$44K	Buy	+485	New	+$41.4K	0.02%	139
2020 Q3	–	Sell	-335	Closed	-$25K	–	60
2020 Q2	$25K	Hold	335	–	–	0.02%	171
2020 Q1	$21K	Hold	335	–	–	0.02%	175
2019 Q4	$27K	Buy	+335	New	+$25.6K	0.02%	185

Other funds holding ACWI

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

FSA Wealth Management's ACWI Position: Q3 2025 in Review

FSA Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 8% in Q3 2025, selling an estimated $9.83K and leaving 851 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #83.

FSA Wealth Management first reported a position in ACWI in Q4 2019 and has held it in 11 quarters since. The position peaked at $153K in Q3 2024. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

FSA Wealth Management held 851 shares of iShares MSCI ACWI ETF worth $118K as of Q3 2025.
FSA Wealth Management sold 74 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $9.83K.
iShares MSCI ACWI ETF made up 0.04% of FSA Wealth Management's portfolio in Q3 2025, its #83 holding.
FSA Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares MSCI ACWI ETF position peaked at $153K in Q3 2024.
757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.