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ACWI icon

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

Gries 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
2025
Q3 		$789K Buy
5,709
+134
+2% +$17.8K 0.12% 147
2025
Q2 		$717K Hold
5,575
– – 0.13% 139
2025
Q1 		$649K Hold
5,575
– – 0.13% 142
2024
Q4 		$655K Hold
5,575
– – 0.12% 149
2024
Q3 		$666K Hold
5,575
– – 0.12% 147
2024
Q2 		$627K Hold
5,575
– – 0.13% 134
2024
Q1 		$614K Sell
5,575
-1,317
-19% -$138K 0.1% 153
2023
Q4 		$701K Sell
6,892
-1
-0% -$96 0.15% 111
2023
Q3 		$637K Buy
6,893
+563
+9% +$54K 0.17% 110
2023
Q2 		$607K Sell
6,330
-280
-4% -$26K 0.17% 102
2023
Q1 		$603K Sell
6,610
-4,330
-40% -$386K 0.18% 102
2022
Q4 		$929K Buy
+10,940
New +$921K 0.31% 86
2022
Q3 		– Sell
-58,224
Closed -$4.88M – 146
2022
Q2 		$4.88M Buy
+58,224
New +$5.3M 2.32% 4
2022
Q1 		– Sell
-16,156
Closed -$1.71M – 149
2021
Q4 		$1.71M Buy
+16,156
New +$1.69M 0.7% 33

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