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PDS Planning’s iShares MSCI ACWI ETF ACWI Stock Holding History

PDS Planning’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
-2,206
Closed -$305K – 554
2025
Q3 		$305K Sell
2,206
-16
-0.7% -$2.13K 0.02% 366
2025
Q2 		$286K Hold
2,222
– – 0.02% 370
2025
Q1 		$259K Hold
2,222
– – 0.02% 367
2024
Q4 		$261K Hold
2,222
– – 0.02% 332
2024
Q3 		$266K Hold
2,222
– – 0.02% 334
2024
Q2 		$250K Hold
2,222
– – 0.03% 303
2024
Q1 		$245K Hold
2,222
– – 0.03% 309
2023
Q4 		$226K Buy
2,222
+13
+0.6% +$1.24K 0.03% 301
2023
Q3 		$204K Hold
2,209
– – 0.03% 299
2023
Q2 		$212K Hold
2,209
– – 0.03% 282
2023
Q1 		$201K Buy
+2,209
New +$197K 0.03% 267
2022
Q2 		– Sell
-2,209
Closed -$220K – 216
2022
Q1 		$220K Hold
2,209
– – 0.04% 193
2021
Q4 		$234K Hold
2,209
– – 0.04% 167
2021
Q3 		$221K Hold
2,209
– – 0.05% 174
2021
Q2 		$224K Sell
2,209
-111
-5% -$11.1K 0.05% 165
2021
Q1 		$221K Hold
2,320
– – 0.06% 145
2020
Q4 		$210K Buy
+2,320
New +$198K 0.07% 143
2019
Q4 		– Sell
-2,781
Closed -$205K – 105
2019
Q3 		$205K Hold
2,781
– – 0.14% 87
2019
Q2 		$205K Hold
2,781
– – 0.15% 80
2019
Q1 		$201K Buy
+2,781
New +$193K 0.16% 80
2018
Q4 		– Sell
-2,781
Closed -$207K – 82
2018
Q3 		$207K Buy
+2,781
New +$203K 0.18% 69
2018
Q1 		– Sell
-3,293
Closed -$237K – 76
2017
Q4 		$237K Buy
+3,293
New +$233K 0.24% 58

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $2.33B AUM 20.04% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PDS Planning's ACWI Position: Q4 2025 in Review

PDS Planning sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 2,206 shares — an estimated $305K sold.

PDS Planning first reported a position in ACWI in Q4 2017 and held it in 22 quarters. The position peaked at $305K in Q3 2025. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • PDS Planning reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • PDS Planning sold 2,206 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $305K.
  • PDS Planning first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 22 quarters.
  • PDS Planning's iShares MSCI ACWI ETF position peaked at $305K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on PDS Planning's 13F filing for Q4 2025, filed 26 Jan 2026.