JGCM
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Joseph Group Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Joseph Group Capital 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 		– Sell
-149
Closed -$19.2K – 98
2025
Q2 		$19.2K Sell
149
-114
-43% -$13.7K 0.01% 86
2025
Q1 		$30.6K Buy
263
+41
+18% +$4.91K 0.01% 80
2024
Q4 		$26.1K Buy
222
+62
+39% +$7.44K 0.01% 79
2024
Q3 		$19.1K Hold
160
– – 0.01% 76
2024
Q2 		$18K Hold
160
– – 0.01% 67
2024
Q1 		$17.6K Sell
160
-133
-45% -$14K 0.01% 77
2023
Q4 		$29.8K Buy
293
+224
+325% +$21.4K 0.02% 73
2023
Q3 		$6.37K Buy
69
+58
+527% +$5.57K ﹤0.01% 78
2023
Q2 		$1.05K Hold
11
– – ﹤0.01% 75
2023
Q1 		$1K Sell
11
-13
-54% -$1.16K ﹤0.01% 81
2022
Q4 		$2K Buy
24
+6
+33% +$505 ﹤0.01% 94
2022
Q3 		$1K Buy
+18
New +$1.55K ﹤0.01% 83

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 $501B 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 $1.47T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return