MYIA
ACWI icon

Mount Yale Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mount Yale Investment 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
Q1 		– Sell
-8,270
Closed -$972K – 535
2024
Q4 		$972K Buy
+8,270
New +$992K 0.08% 206
2024
Q3 		– Sell
-2,579
Closed -$290K – 544
2024
Q2 		$290K Hold
2,579
– – 0.02% 440
2024
Q1 		$284K Hold
2,579
– – 0.02% 462
2023
Q4 		$262K Hold
2,579
– – 0.02% 444
2023
Q3 		$238K Buy
2,579
+261
+11% +$25K 0.03% 440
2023
Q2 		$222K Hold
2,318
– – 0.02% 447
2023
Q1 		$211K Buy
+2,318
New +$207K 0.02% 450
2022
Q2 		– Sell
-2,340
Closed -$233K – 455
2022
Q1 		$233K Buy
+2,340
New +$233K 0.03% 420

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $4.66B AUM 47.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

Mount Yale Investment Advisors's ACWI Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 8,270 shares — an estimated $972K sold.

Mount Yale Investment Advisors first reported a position in ACWI in Q1 2022 and held it in 8 quarters. The position peaked at $972K in Q4 2024. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 8,270 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $972K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2022 and held it in 8 quarters.
  • Mount Yale Investment Advisors's iShares MSCI ACWI ETF position peaked at $972K in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.