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Navellier & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Navellier & Associates’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
-2,149
Closed -$297K – 328
2025
Q3 		$297K Buy
+2,149
New +$285K 0.03% 316
2025
Q1 		– Sell
-2,510
Closed -$295K – 302
2024
Q4 		$295K Buy
+2,510
New +$301K 0.04% 280
2024
Q3 		– Sell
-2,510
Closed -$282K – 317
2024
Q2 		$282K Buy
+2,510
New +$276K 0.03% 293
2024
Q1 		– Sell
-2,914
Closed -$297K – 334
2023
Q4 		$297K Buy
+2,914
New +$279K 0.04% 273
2020
Q1 		– Sell
-5,252
Closed -$416K – 225
2019
Q4 		$416K Sell
5,252
-352
-6% -$26.9K 0.07% 202
2019
Q3 		$413K Sell
5,604
-6,622
-54% -$485K 0.07% 191
2019
Q2 		$901K Sell
12,226
-1,607
-12% -$117K 0.14% 142
2019
Q1 		$998K Buy
+13,833
New +$962K 0.15% 125
2018
Q4 		– Sell
-24,918
Closed -$1.85M – 239
2018
Q3 		$1.85M Buy
24,918
+16,186
+185% +$1.18M 0.24% 118
2018
Q2 		$621K Buy
+8,732
New +$633K 0.09% 174
2017
Q4 		– Sell
-8,481
Closed -$584K – 294
2017
Q3 		$584K Buy
+8,481
New +$570K 0.11% 127
2017
Q2 		– Sell
-7,332
Closed -$464K – 308
2017
Q1 		$464K Buy
7,332
+2,064
+39% +$128K 0.07% 195
2016
Q4 		$312K Buy
5,268
+155
+3% +$9.1K 0.05% 221
2016
Q3 		$302K Buy
+5,113
New +$298K 0.04% 207
2015
Q3 		– Sell
-8,196
Closed -$487K – 324
2015
Q2 		$487K Buy
8,196
+313
+4% +$19.3K 0.04% 206
2015
Q1 		$473K Buy
7,883
+1,382
+21% +$82.1K 0.04% 212
2014
Q4 		$380K Buy
6,501
+214
+3% +$12.6K 0.02% 224
2014
Q3 		$370K Buy
6,287
+612
+11% +$36.9K 0.02% 226
2014
Q2 		$342K Buy
+5,675
New +$337K 0.02% 235

Other funds holding ACWI

Morgan Stanley
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
Wells Fargo
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Navellier & Associates's ACWI Position: Q4 2025 in Review

Navellier & Associates sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 2,149 shares — an estimated $297K sold.

Navellier & Associates first reported a position in ACWI in Q2 2014 and held it in 19 quarters. The position peaked at $1.85M in Q3 2018. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Navellier & Associates reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Navellier & Associates sold 2,149 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $297K.
  • Navellier & Associates first reported a position in iShares MSCI ACWI ETF in Q2 2014 and held it in 19 quarters.
  • Navellier & Associates's iShares MSCI ACWI ETF position peaked at $1.85M in Q3 2018.
  • 811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Navellier & Associates's 13F filing for Q4 2025, filed 3 Feb 2026.