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Northwest Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Northwest Wealth Management’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
-2,269
Closed -$267K – 189
2024
Q4 		$267K Sell
2,269
-295
-12% -$35.4K 0.06% 133
2024
Q3 		$307K Sell
2,564
-554
-18% -$63.5K 0.07% 120
2024
Q2 		$350K Sell
3,118
-312
-9% -$34.3K 0.09% 110
2024
Q1 		$378K Sell
3,430
-258
-7% -$27.1K 0.1% 110
2023
Q4 		$375K Buy
3,688
+161
+5% +$15.4K 0.11% 109
2023
Q3 		$326K Sell
3,527
-20
-0.6% -$1.92K 0.12% 107
2023
Q2 		$340K Sell
3,547
-27
-0.8% -$2.51K 0.12% 106
2023
Q1 		$326K Sell
3,574
-443
-11% -$39.5K 0.12% 110
2022
Q4 		$341K Sell
4,017
-167
-4% -$14.1K 0.15% 103
2022
Q3 		$326K Sell
4,184
-31
-0.7% -$2.68K 0.14% 110
2022
Q2 		$354K Sell
4,215
-137
-3% -$12.5K 0.15% 107
2022
Q1 		$434K Sell
4,352
-161
-4% -$16K 0.21% 91
2021
Q4 		$477K Sell
4,513
-2,950
-40% -$308K 0.22% 84
2021
Q3 		$746K Sell
7,463
-10
-0.1% -$1.03K 0.37% 63
2021
Q2 		$756K Sell
7,473
-486
-6% -$48.4K 0.4% 63
2021
Q1 		$757K Sell
7,959
-98
-1% -$9.21K 0.47% 58
2020
Q4 		$731K Sell
8,057
-188
-2% -$16.1K 0.5% 53
2020
Q3 		$659K Sell
8,245
-78
-0.9% -$6.18K 0.55% 48
2020
Q2 		$614K Buy
8,323
+92
+1% +$6.42K 0.54% 49
2020
Q1 		$515K Sell
8,231
-708
-8% -$52.4K 0.52% 53
2019
Q4 		$708K Sell
8,939
-309
-3% -$23.6K 0.65% 45
2019
Q3 		$682K Buy
9,248
+3,341
+57% +$245K 0.56% 53
2019
Q2 		$435K Buy
5,907
+295
+5% +$21.5K 0.35% 68
2019
Q1 		$405K Buy
5,612
+219
+4% +$15.2K 0.31% 73
2018
Q4 		$346K Sell
5,393
-67
-1% -$4.6K 0.29% 74
2018
Q3 		$405K Sell
5,460
-565
-9% -$41.3K 0.3% 70
2018
Q2 		$428K Sell
6,025
-9
-0.1% -$653 0.32% 67
2018
Q1 		$433K Buy
6,034
+375
+7% +$27.6K 0.32% 67
2017
Q4 		$408K Buy
+5,659
New +$400K 0.33% 64

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

Northwest Wealth Management's ACWI Position: Q1 2025 in Review

Northwest Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 2,269 shares — an estimated $267K sold.

Northwest Wealth Management first reported a position in ACWI in Q4 2017 and held it in 29 quarters. The position peaked at $757K in Q1 2021. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • Northwest Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Northwest Wealth Management sold 2,269 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $267K.
  • Northwest Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 29 quarters.
  • Northwest Wealth Management's iShares MSCI ACWI ETF position peaked at $757K in Q1 2021.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Northwest Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.