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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 $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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 $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Joseph Group Capital Management's ACWI Position: Q3 2025 in Review

Joseph Group Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 149 shares — an estimated $19.2K sold.

Joseph Group Capital Management first reported a position in ACWI in Q3 2022 and held it in 12 quarters. The position peaked at $30.6K in Q1 2025. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Joseph Group Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 149 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $19.2K.
  • Joseph Group Capital Management first reported a position in iShares MSCI ACWI ETF in Q3 2022 and held it in 12 quarters.
  • Joseph Group Capital Management's iShares MSCI ACWI ETF position peaked at $30.6K in Q1 2025.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Joseph Group Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.