HWA
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Heartwood Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Heartwood Wealth 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
-76
Closed -$10.4K – 210
2025
Q3 		$10.4K Buy
+76
New +$10.1K ﹤0.01% 384

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Heartwood Wealth Advisors's ACWI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 76 shares — an estimated $10.4K sold.

Heartwood Wealth Advisors first reported a position in ACWI in Q3 2025 and held it in 1 quarter. The position peaked at $10.4K in Q3 2025. 809 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 76 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $10.4K.
  • Heartwood Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares MSCI ACWI ETF position peaked at $10.4K in Q3 2025.
  • 809 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.