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Independent Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-3,146
Closed -$366K – 1290
2025
Q1 		$366K Buy
3,146
+726
+30% +$87K 0.01% 849
2024
Q4 		$284K Buy
+2,420
New +$290K 0.01% 920

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Independent Financial Group's ACWI Position: Q2 2025 in Review

Independent Financial Group sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 3,146 shares — an estimated $366K sold.

Independent Financial Group first reported a position in ACWI in Q4 2024 and held it in 2 quarters. The position peaked at $366K in Q1 2025. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Independent Financial Group reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,146 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $366K.
  • Independent Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2024 and held it in 2 quarters.
  • Independent Financial Group's iShares MSCI ACWI ETF position peaked at $366K in Q1 2025.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.