LGT Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

LGT Financial Advisors’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	-1,148	Closed	-$159K	–	264
2025 Q3	$159K	Sell	1,148 -1	-0.1%	-$133	0.34%	57
2025 Q2	$148K	Hold	1,149	–	–	0.37%	53
2025 Q1	$134K	Sell	1,149 -2,497	-68%	-$299K	0.41%	52
2024 Q4	$428K	Sell	3,646 -151	-4%	-$18.1K	0.95%	19
2024 Q3	$454K	Hold	3,797	–	–	1.12%	18
2024 Q2	$427K	Sell	3,797 -54	-1%	-$5.94K	0.9%	23
2024 Q1	$424K	Sell	3,851 -75	-2%	-$7.88K	0.49%	40
2023 Q4	$400K	Sell	3,926 -177	-4%	-$16.9K	0.49%	41
2023 Q3	$379K	Sell	4,103 -536	-12%	-$51.4K	0.48%	38
2023 Q2	$445K	Buy	+4,639	New	+$431K	0.47%	57
2023 Q1	–	Sell	-8,202	Closed	-$696K	–	96
2022 Q4	$696K	Buy	+8,202	New	+$690K	0.82%	23

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Granger Management New York $323M AUM 22.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LGT Financial Advisors's ACWI Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 1,148 shares — an estimated $159K sold.

LGT Financial Advisors first reported a position in ACWI in Q4 2022 and held it in 11 quarters. The position peaked at $696K in Q4 2022. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

LGT Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 1,148 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $159K.
LGT Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's iShares MSCI ACWI ETF position peaked at $696K in Q4 2022.
811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.