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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 $1.89T 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

Gries Financial's ACWI Position: Q3 2025 in Review

Gries Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q3 2025, buying an estimated $17.8K and bringing the position to 5,709 shares worth $789K. The position accounts for 0.12% of the portfolio, ranked #147.

Gries Financial first reported a position in ACWI in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.88M in Q2 2022. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Gries Financial held 5,709 shares of iShares MSCI ACWI ETF worth $789K as of Q3 2025.
  • Gries Financial bought 134 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $17.8K.
  • iShares MSCI ACWI ETF made up 0.12% of Gries Financial's portfolio in Q3 2025, its #147 holding.
  • Gries Financial first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 14 quarters since.
  • Gries Financial's iShares MSCI ACWI ETF position peaked at $4.88M in Q2 2022.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.