HFO
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Heritage Family Offices’s iShares MSCI ACWI ETF ACWI Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-2,357
Closed -$277K – 178
2024
Q4 		$277K Sell
2,357
-63
-3% -$7.56K 0.14% 136
2024
Q3 		$289K Hold
2,420
– – 0.15% 135
2024
Q2 		$272K Buy
+2,420
New +$266K 0.15% 128

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

Heritage Family Offices's ACWI Position: Q1 2025 in Review

Heritage Family Offices sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 2,357 shares — an estimated $277K sold.

Heritage Family Offices first reported a position in ACWI in Q2 2024 and held it in 3 quarters. The position peaked at $289K in Q3 2024. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • Heritage Family Offices reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Family Offices sold 2,357 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $277K.
  • Heritage Family Offices first reported a position in iShares MSCI ACWI ETF in Q2 2024 and held it in 3 quarters.
  • Heritage Family Offices's iShares MSCI ACWI ETF position peaked at $289K in Q3 2024.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Heritage Family Offices's 13F filing for Q1 2025, filed 10 Apr 2025.