Lindbrook Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lindbrook Capital’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 Q1	$8.15K	Hold	70	–	–	﹤0.01%	1738
2024 Q4	$8.22K	Hold	70	–	–	﹤0.01%	1752
2024 Q3	$8.37K	Hold	70	–	–	﹤0.01%	1771
2024 Q2	$7.87K	Hold	70	–	–	﹤0.01%	1764
2024 Q1	$7.71K	Hold	70	–	–	﹤0.01%	1695
2023 Q4	$7.12K	Hold	70	–	–	﹤0.01%	1709
2023 Q3	$6.47K	Hold	70	–	–	﹤0.01%	1644
2023 Q2	$6.72K	Hold	70	–	–	﹤0.01%	1666
2023 Q1	$6.38K	Hold	70	–	–	﹤0.01%	1741
2022 Q4	$5.94K	Hold	70	–	–	﹤0.01%	1722
2022 Q3	$5K	Hold	70	–	–	﹤0.01%	1626
2022 Q2	$6K	Hold	70	–	–	﹤0.01%	1445
2022 Q1	$7K	Hold	70	–	–	﹤0.01%	1426
2021 Q4	$7K	Buy	+70	New	+$7.31K	﹤0.01%	1388

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PEGL

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

Lindbrook Capital's ACWI Position: Q1 2025 in Review

Lindbrook Capital held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2025 at 70 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Lindbrook Capital first reported a position in ACWI in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.37K in Q3 2024. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

Lindbrook Capital held 70 shares of iShares MSCI ACWI ETF worth $8.15K as of Q1 2025.
Lindbrook Capital left its iShares MSCI ACWI ETF share count unchanged in Q1 2025.
iShares MSCI ACWI ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1738 holding.
Lindbrook Capital first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's iShares MSCI ACWI ETF position peaked at $8.37K in Q3 2024.
681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.