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

JFG 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	$505K	Hold	3,653	–	–	0.1%	46
2025 Q2	$470K	Hold	3,653	–	–	0.1%	44
2025 Q1	$425K	Sell	3,653 -9,475	-72%	-$1.14M	0.1%	52
2024 Q4	$1.54M	Sell	13,128 -450	-3%	-$54K	0.35%	29
2024 Q3	$1.62M	Buy	13,578 +9,795	+259%	+$1.12M	0.45%	21
2024 Q2	$425K	Sell	3,783 -348	-8%	-$38.3K	0.12%	36
2024 Q1	$455K	Buy	4,131 +130	+3%	+$13.7K	0.12%	34
2023 Q4	$407K	Hold	4,001	–	–	0.12%	46
2023 Q3	$370K	Hold	4,001	–	–	0.12%	23
2023 Q2	$384K	Hold	4,001	–	–	0.12%	23
2023 Q1	$365K	Buy	+4,001	New	+$357K	0.12%	19

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

JFG Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2025 at 3,653 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #46.

JFG Wealth Management first reported a position in ACWI in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q3 2024. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

JFG Wealth Management held 3,653 shares of iShares MSCI ACWI ETF worth $505K as of Q3 2025.
JFG Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2025.
iShares MSCI ACWI ETF made up 0.1% of JFG Wealth Management's portfolio in Q3 2025, its #46 holding.
JFG Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 11 quarters since.
JFG Wealth Management's iShares MSCI ACWI ETF position peaked at $1.62M in Q3 2024.
757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.