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NBC Securities’s iShares MSCI ACWI ETF ACWI Stock Holding History

NBC Securities’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 		– Sell
-3,428
Closed -$440K – 2772
2025
Q2 		$440K Sell
3,428
-32
-0.9% -$3.84K 0.04% 533
2025
Q1 		$402K Buy
3,460
+3,455
+69,100% +$414K 0.03% 524
2024
Q4 		$668 Sell
5
-6,811
-100% -$817K 0.06% 345
2024
Q3 		$814K Sell
6,816
-1,686
-20% -$193K 0.07% 303
2024
Q2 		$955K Sell
8,502
-27
-0.3% -$2.97K 0.09% 246
2024
Q1 		$939K Sell
8,529
-566
-6% -$59.4K 0.09% 250
2023
Q4 		$925K Sell
9,095
-588
-6% -$56.3K 0.09% 226
2023
Q3 		$894K Buy
+9,683
New +$929K 0.1% 212

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

NBC Securities's ACWI Position: Q3 2025 in Review

NBC Securities sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 3,428 shares — an estimated $440K sold.

NBC Securities first reported a position in ACWI in Q3 2023 and held it in 8 quarters. The position peaked at $955K in Q2 2024. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • NBC Securities reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • NBC Securities sold 3,428 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $440K.
  • NBC Securities first reported a position in iShares MSCI ACWI ETF in Q3 2023 and held it in 8 quarters.
  • NBC Securities's iShares MSCI ACWI ETF position peaked at $955K in Q2 2024.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.