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Hazlett, Burt & Watson’s iShares MSCI ACWI ETF ACWI Stock Holding History

Hazlett, Burt & Watson’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
-75
Closed -$10K – 867
2025
Q2 		$10K Hold
75
– – ﹤0.01% 581
2025
Q1 		$9K Hold
75
– – ﹤0.01% 575
2024
Q4 		$9K Hold
75
– – ﹤0.01% 549
2024
Q3 		$9K Sell
75
-16
-18% -$1.83K ﹤0.01% 539
2024
Q2 		$10K Hold
91
– – 0.01% 518
2024
Q1 		$10K Hold
91
– – 0.01% 513
2023
Q4 		$9K Hold
91
– – 0.01% 500
2023
Q3 		$8K Hold
91
– – 0.01% 512
2023
Q2 		$9K Hold
91
– – 0.01% 480
2023
Q1 		$8K Sell
91
-9
-9% -$803 0.01% 465
2022
Q4 		$8K Hold
100
– – 0.01% 476
2022
Q3 		$8K Hold
100
– – 0.01% 470
2022
Q2 		$8K Hold
100
– – 0.01% 472
2022
Q1 		$10K Buy
+100
New +$9.96K 0.01% 468

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