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Laird Norton Wetherby Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Laird Norton Wetherby 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 		$1.74M Hold
12,599
– – 0.07% 251
2025
Q2 		$1.62M Buy
+12,599
New +$1.51M 0.07% 252
2024
Q4 		$1.47M Buy
12,547
+59
+0.5% +$7.08K 0.07% 253
2024
Q3 		$1.49M Hold
12,488
– – 0.07% 275
2024
Q2 		$1.4M Sell
12,488
-1,272
-9% -$140K 0.07% 277
2024
Q1 		$1.52M Buy
13,760
+928
+7% +$97.4K 0.07% 270
2023
Q4 		$1.31M Buy
12,832
+4,111
+47% +$393K 0.07% 290
2023
Q3 		$806K Sell
8,721
-325
-4% -$31.2K 0.05% 384
2023
Q2 		$868K Buy
9,046
+55
+0.6% +$5.1K 0.05% 368
2023
Q1 		$820K Hold
8,991
– – 0.05% 381
2022
Q4 		$763K Buy
8,991
+37
+0.4% +$3.11K 0.05% 384
2022
Q3 		$697K Sell
8,954
-15
-0.2% -$1.3K 0.05% 378
2022
Q2 		$752K Sell
8,969
-218
-2% -$19.8K 0.05% 363
2022
Q1 		$917K Sell
9,187
-86
-0.9% -$8.57K 0.05% 334
2021
Q4 		$981K Buy
9,273
+162
+2% +$16.9K 0.06% 327
2021
Q3 		$910K Hold
9,111
– – 0.06% 324
2021
Q2 		$922K Buy
9,111
+845
+10% +$84.2K 0.06% 326
2021
Q1 		$787K Sell
8,266
-741
-8% -$69.6K 0.06% 317
2020
Q4 		$817K Sell
9,007
-95
-1% -$8.12K 0.06% 323
2020
Q3 		$727K Sell
9,102
-2,976
-25% -$236K 0.06% 288
2020
Q2 		$890K Buy
12,078
+9
+0.1% +$628 0.08% 233
2020
Q1 		$755K Buy
12,069
+5,894
+95% +$437K 0.08% 232
2019
Q4 		$489K Buy
6,175
+17
+0.3% +$1.3K 0.05% 417
2019
Q3 		$454K Buy
6,158
+3,176
+107% +$233K 0.05% 432
2019
Q2 		$220K Buy
+2,982
New +$217K 0.02% 622
2018
Q1 		– Sell
-257
Closed -$19K – 642
2017
Q4 		$19K Hold
257
– – ﹤0.01% 652
2017
Q3 		$18K Buy
+257
New +$17.3K ﹤0.01% 627

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

Laird Norton Wetherby Wealth Management's ACWI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2025 at 12,599 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #251.

Laird Norton Wetherby Wealth Management first reported a position in ACWI in Q3 2017 and has held it in 27 quarters since. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 12,599 shares of iShares MSCI ACWI ETF worth $1.74M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2025.
  • iShares MSCI ACWI ETF made up 0.07% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #251 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2017 and has held it in 27 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.