GM
ACWI icon

GeoWealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

GeoWealth 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 		– Sell
-1,419
Closed -$182K – 768
2025
Q2 		$182K Sell
1,419
-27
-2% -$3.24K 0.01% 685
2025
Q1 		$168K Buy
1,446
+245
+20% +$29.4K 0.01% 696
2024
Q4 		$141K Hold
1,201
– – ﹤0.01% 876
2024
Q3 		$144K Hold
1,201
– – 0.01% 806
2024
Q2 		$135K Hold
1,201
– – 0.01% 751
2024
Q1 		$132K Hold
1,201
– – 0.01% 751
2023
Q4 		$122K Hold
1,201
– – 0.01% 563
2023
Q3 		$111K Hold
1,201
– – 0.01% 326
2023
Q2 		$115K Buy
1,201
+465
+63% +$43.2K 0.01% 279
2023
Q1 		$67K Buy
736
+8
+1% +$714 0.01% 275
2022
Q4 		$62K Buy
+728
New +$61.3K 0.01% 289
2019
Q4 		– Sell
-3,783
Closed -$279K – 102
2019
Q3 		$279K Buy
+3,783
New +$277K 0.06% 163

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return