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Fulcrum Equity Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Fulcrum Equity 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
Q4 		– Sell
-2,115
Closed -$292K – 118
2025
Q3 		$292K Buy
+2,115
New +$281K 0.3% 71
2024
Q4 		– Sell
-3,167
Closed -$379K – 112
2024
Q3 		$379K Sell
3,167
-4,211
-57% -$483K 0.32% 97
2024
Q2 		$829K Buy
7,378
+3,102
+73% +$341K 0.74% 46
2024
Q1 		$471K Sell
4,276
-10,185
-70% -$1.07M 0.56% 59
2023
Q4 		$1.47M Buy
14,461
+7,566
+110% +$724K 1.82% 9
2023
Q3 		$637K Sell
6,895
-3,624
-34% -$348K 0.75% 37
2023
Q2 		$1.01M Buy
10,519
+2,818
+37% +$262K 1.17% 25
2023
Q1 		$702K Sell
7,701
-2,498
-24% -$223K 0.66% 44
2022
Q4 		$866K Sell
10,199
-1,229
-11% -$103K 0.71% 37
2022
Q3 		$889K Buy
11,428
+1,263
+12% +$109K 0.75% 32
2022
Q2 		$853K Buy
10,165
+1,793
+21% +$163K 0.69% 34
2022
Q1 		$835K Buy
8,372
+1,670
+25% +$166K 0.49% 44
2021
Q4 		$709K Sell
6,702
-6,146
-48% -$642K 0.27% 71
2021
Q3 		$1.28M Buy
12,848
+1,210
+10% +$124K 0.5% 56
2021
Q2 		$1.18M Buy
+11,638
New +$1.16M 0.44% 67
2021
Q1 		– Sell
-8,850
Closed -$803K – 173
2020
Q4 		$803K Sell
8,850
-2,850
-24% -$243K 0.32% 71
2020
Q3 		$935K Sell
11,700
-18,259
-61% -$1.45M 0.43% 55
2020
Q2 		$2.21M Buy
+29,959
New +$2.09M 1.05% 13
2020
Q1 		– Sell
-21,066
Closed -$1.67M – 50
2019
Q4 		$1.67M Sell
21,066
-1,462
-6% -$112K 0.87% 20
2019
Q3 		$1.66M Sell
22,528
-245
-1% -$18K 0.84% 12
2019
Q2 		$1.64M Sell
22,773
-32,949
-59% -$2.4M 0.78% 15
2019
Q1 		$4.02M Buy
+55,722
New +$3.87M 1.38% 9

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fulcrum Equity Management's ACWI Position: Q4 2025 in Review

Fulcrum Equity Management sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 2,115 shares — an estimated $292K sold.

Fulcrum Equity Management first reported a position in ACWI in Q1 2019 and held it in 22 quarters. The position peaked at $4.02M in Q1 2019. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Fulcrum Equity Management reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,115 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $292K.
  • Fulcrum Equity Management first reported a position in iShares MSCI ACWI ETF in Q1 2019 and held it in 22 quarters.
  • Fulcrum Equity Management's iShares MSCI ACWI ETF position peaked at $4.02M in Q1 2019.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Fulcrum Equity Management's 13F filing for Q4 2025, filed 6 Jan 2026.