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

NewSquare 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
Q3 		– Sell
-1
Closed -$129 – 199
2025
Q2 		$129 Hold
1
– – ﹤0.01% 1265
2025
Q1 		$116 Hold
1
– – ﹤0.01% 1130
2024
Q4 		$117 Hold
1
– – ﹤0.01% 886
2024
Q3 		$118 Hold
1
– – ﹤0.01% 305
2024
Q2 		$111 Hold
1
– – ﹤0.01% 319
2024
Q1 		$108 Buy
+1
New +$105 ﹤0.01% 411

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

NewSquare Capital's ACWI Position: Q3 2025 in Review

NewSquare Capital sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 1 share — an estimated $129 sold.

NewSquare Capital first reported a position in ACWI in Q1 2024 and held it in 6 quarters. The position peaked at $129 in Q2 2025. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • NewSquare Capital reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 1 iShares MSCI ACWI ETF share in Q3 2025, an estimated $129.
  • NewSquare Capital first reported a position in iShares MSCI ACWI ETF in Q1 2024 and held it in 6 quarters.
  • NewSquare Capital's iShares MSCI ACWI ETF position peaked at $129 in Q2 2025.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.