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Joel Adams & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Joel Adams & Associates’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
-8,714
Closed -$1.2M – 64
2025
Q3 		$1.2M Buy
+8,714
New +$1.16M 0.97% 21

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 $469M 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 $2.33B AUM 20.04% 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

Joel Adams & Associates's ACWI Position: Q4 2025 in Review

Joel Adams & Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 8,714 shares — an estimated $1.2M sold.

Joel Adams & Associates first reported a position in ACWI in Q3 2025 and held it in 1 quarter. The position peaked at $1.2M in Q3 2025. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Joel Adams & Associates reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Joel Adams & Associates sold 8,714 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $1.2M.
  • Joel Adams & Associates first reported a position in iShares MSCI ACWI ETF in Q3 2025 and held it in 1 quarter.
  • Joel Adams & Associates's iShares MSCI ACWI ETF position peaked at $1.2M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Joel Adams & Associates's 13F filing for Q4 2025, filed 27 Jan 2026.