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ACWI icon

Phoenix Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Phoenix Financial’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
2026
Q1 		$193M Sell
1,397,253
-4,085
-0.3% -$587K 1.83% 17
2025
Q4 		$198M Sell
1,401,338
-1,846,637
-57% -$259M 2.15% 12
2025
Q3 		$449M Buy
3,247,975
+955,464
+42% +$127M 5.47% 2
2025
Q2 		$295M Buy
2,292,511
+2,289,391
+73,378% +$274M 3.89% 5
2025
Q1 		$363K Sell
3,120
-311
-9% -$37.3K 0.01% 277
2024
Q4 		$403K Hold
3,431
– – 0.01% 274
2024
Q3 		$410K Sell
3,431
-523
-13% -$59.9K 0.01% 266
2024
Q2 		$446K Sell
3,954
-1,832
-32% -$201K 0.01% 258
2024
Q1 		$637K Sell
5,786
-21,334
-79% -$2.24M 0.01% 249
2023
Q4 		$2.78M Sell
27,120
-397
-1% -$38K 0.05% 167
2023
Q3 		$2.54M Buy
27,517
+25,334
+1,161% +$2.43M 0.05% 169
2023
Q2 		$209K Buy
+2,183
New +$203K ﹤0.01% 279
2022
Q4 		– Sell
-13,736
Closed -$1.07M – 288
2022
Q3 		$1.07M Buy
13,736
+10,409
+313% +$899K 0.02% 188
2022
Q2 		$279K Buy
3,327
+12
+0.4% +$1.09K 0.01% 330
2022
Q1 		$331K Sell
3,315
-264
-7% -$26.3K 0.01% 327
2021
Q4 		$379K Sell
3,579
-844
-19% -$88.2K 0.01% 307
2021
Q3 		$442K Buy
+4,423
New +$454K 0.01% 334
2021
Q2 		– Sell
-27,385
Closed -$2.61M – 297
2021
Q1 		$2.61M Buy
27,385
+24,816
+966% +$2.33M 0.06% 189
2020
Q4 		$233K Buy
+2,569
New +$219K 0.01% 331
2020
Q2 		– Sell
-33,080
Closed -$2.02M – 310
2020
Q1 		$2.02M Sell
33,080
-4,996
-13% -$370K 0.1% 151
2019
Q4 		$3M Buy
38,076
+12,128
+47% +$927K 0.13% 124
2019
Q3 		$1.81M Buy
+25,948
New +$1.9M 0.09% 134

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 $361M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Phoenix Financial's ACWI Position: Q1 2026 in Review

Phoenix Financial reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.29% in Q1 2026, selling an estimated $587K and leaving 1,397,253 shares worth $193M. The position accounts for 1.83% of the portfolio, ranked #17.

Phoenix Financial first reported a position in ACWI in Q3 2019 and has held it in 22 quarters since. The position peaked at $449M in Q3 2025. 801 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Phoenix Financial held 1,397,253 shares of iShares MSCI ACWI ETF worth $193M as of Q1 2026.
  • Phoenix Financial sold 4,085 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $587K.
  • iShares MSCI ACWI ETF made up 1.83% of Phoenix Financial's portfolio in Q1 2026, its #17 holding.
  • Phoenix Financial first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 22 quarters since.
  • Phoenix Financial's iShares MSCI ACWI ETF position peaked at $449M in Q3 2025.
  • 801 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.