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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 $1.89T AUM 35.08% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

GeoWealth Management's ACWI Position: Q3 2025 in Review

GeoWealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 1,419 shares — an estimated $182K sold.

GeoWealth Management first reported a position in ACWI in Q3 2019 and held it in 12 quarters. The position peaked at $279K in Q3 2019. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • GeoWealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,419 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $182K.
  • GeoWealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2019 and held it in 12 quarters.
  • GeoWealth Management's iShares MSCI ACWI ETF position peaked at $279K in Q3 2019.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.