Phoenix Financial
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
Q3 		$139M Sell
940,202
-572,000
-38% -$90.9M 0.94% 31
2026
Q2 		$237M Buy
1,512,202
+114,949
+8% +$17.6M 1.62% 18
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 		$1.82M Buy
+25,948
New +$1.9M 0.09% 134

Other funds holding ACWI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Phoenix Financial's ACWI Position: Q3 2026 in Review

Phoenix Financial reduced its iShares MSCI ACWI ETF (ACWI) stake by 38% in Q3 2026, selling an estimated $90.9M and leaving 940,202 shares worth $139M. The position accounts for 0.94% of the portfolio, ranked #31.

Phoenix Financial first reported a position in ACWI in Q3 2019 and has held it in 24 quarters since. The position peaked at $449M in Q3 2025. 465 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Phoenix Financial held 940,202 shares of iShares MSCI ACWI ETF worth $139M as of Q3 2026.
  • Phoenix Financial sold 572,000 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $90.9M.
  • iShares MSCI ACWI ETF made up 0.94% of Phoenix Financial's portfolio in Q3 2026, its #31 holding.
  • Phoenix Financial first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 24 quarters since.
  • Phoenix Financial's iShares MSCI ACWI ETF position peaked at $449M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.