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Hemington Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Hemington Wealth Management’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 		$369K Hold
2,670
– – 0.05% 93
2025
Q2 		$343K Sell
2,670
-60
-2% -$7.19K 0.05% 95
2025
Q1 		$317K Sell
2,730
-932
-25% -$112K 0.05% 94
2024
Q4 		$430K Sell
3,662
-293
-7% -$35.2K 0.11% 81
2024
Q3 		$462K Sell
3,955
-685
-15% -$78.5K 0.12% 75
2024
Q2 		$521K Sell
4,640
-21
-0.5% -$2.31K 0.18% 65
2024
Q1 		$514K Sell
4,661
-42
-0.9% -$4.41K 0.19% 66
2023
Q4 		$479K Sell
4,703
-41
-0.9% -$3.92K 0.18% 66
2023
Q3 		$438K Sell
4,744
-825
-15% -$79.2K 0.21% 59
2023
Q2 		$534K Sell
5,569
-380
-6% -$35.3K 0.22% 54
2023
Q1 		$542K Sell
5,949
-1,238
-17% -$110K 0.22% 50
2022
Q4 		$610K Sell
7,187
-2,101
-23% -$177K 0.26% 41
2022
Q3 		$723K Buy
9,288
+296
+3% +$25.6K 0.32% 39
2022
Q2 		$754K Buy
8,992
+2,694
+43% +$245K 0.3% 38
2022
Q1 		$628K Buy
6,298
+334
+6% +$33.3K 0.21% 56
2021
Q4 		$541K Buy
5,964
+183
+3% +$19.1K 0.25% 44
2021
Q3 		$578K Sell
5,781
-124
-2% -$12.7K 0.21% 50
2021
Q2 		$598K Sell
5,905
-77
-1% -$7.67K 0.25% 47
2021
Q1 		$569K Buy
5,982
+18
+0.3% +$1.69K 0.24% 46
2020
Q4 		$541K Buy
+5,964
New +$509K 0.25% 44

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 $530B 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 $1.56T AUM 27.86% 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 $17.1B AUM 15.7% 1-Year Est. Return

Hemington Wealth Management's ACWI Position: Q3 2025 in Review

Hemington Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2025 at 2,670 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #93.

Hemington Wealth Management first reported a position in ACWI in Q4 2020 and has held it in 20 quarters since. The position peaked at $754K in Q2 2022. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Hemington Wealth Management held 2,670 shares of iShares MSCI ACWI ETF worth $369K as of Q3 2025.
  • Hemington Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2025.
  • iShares MSCI ACWI ETF made up 0.05% of Hemington Wealth Management's portfolio in Q3 2025, its #93 holding.
  • Hemington Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's iShares MSCI ACWI ETF position peaked at $754K in Q2 2022.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.