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Halbert Hargrove Global Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Halbert Hargrove Global Advisors’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
-5,103
Closed -$705K – 367
2025
Q3 		$705K Buy
+5,103
New +$678K 0.03% 57
2017
Q3 		– Sell
-8,708
Closed -$570K – 67
2017
Q2 		$570K Hold
8,708
– – 0.15% 24
2017
Q1 		$551K Hold
8,708
– – 0.14% 30
2016
Q4 		$515K Hold
8,708
– – 0.14% 30
2016
Q3 		$515K Hold
8,708
– – 0.14% 27
2016
Q2 		$490K Sell
8,708
-8,257
-49% -$466K 0.14% 30
2016
Q1 		$951K Hold
16,965
– – 0.34% 14
2015
Q4 		$946K Hold
16,965
– – 0.41% 18
2015
Q3 		$915K Hold
16,965
– – 0.45% 15
2015
Q2 		$1.01M Sell
16,965
-1,200
-7% -$74.1K 0.25% 28
2015
Q1 		$1.09M Sell
18,165
-2,721
-13% -$162K 0.35% 24
2014
Q4 		$1.22M Buy
20,886
+15
+0.1% +$881 0.61% 13
2014
Q3 		$1.23M Sell
20,871
-1,886
-8% -$114K 0.34% 23
2014
Q2 		$1.37M Hold
22,757
– – 0.41% 12
2014
Q1 		$1.32M Hold
22,757
– – 0.41% 11
2013
Q4 		$1.31M Sell
22,757
-178
-0.8% -$9.96K 0.41% 11
2013
Q3 		$1.24M Sell
22,935
-1,109
-5% -$58.3K 0.41% 11
2013
Q2 		$1.2M Buy
+24,044
New +$1.24M 0.44% 11

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Halbert Hargrove Global Advisors's ACWI Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 5,103 shares — an estimated $705K sold.

Halbert Hargrove Global Advisors first reported a position in ACWI in Q2 2013 and held it in 18 quarters. The position peaked at $1.37M in Q2 2014. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5,103 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $705K.
  • Halbert Hargrove Global Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2013 and held it in 18 quarters.
  • Halbert Hargrove Global Advisors's iShares MSCI ACWI ETF position peaked at $1.37M in Q2 2014.
  • 811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.