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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 $1.89T 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

Hazlett, Burt & Watson's ACWI Position: Q3 2025 in Review

Hazlett, Burt & Watson sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 75 shares — an estimated $10K sold.

Hazlett, Burt & Watson first reported a position in ACWI in Q1 2022 and held it in 14 quarters. The position peaked at $10K in Q2 2025. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Hazlett, Burt & Watson reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 75 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $10K.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI ACWI ETF in Q1 2022 and held it in 14 quarters.
  • Hazlett, Burt & Watson's iShares MSCI ACWI ETF position peaked at $10K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2025, filed 4 Nov 2025.