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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
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 		$1.81M Buy
+25,948
New +$1.9M 0.09% 134

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Phoenix Financial's ACWI Position: Q2 2026 in Review

Phoenix Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 8.2% in Q2 2026, buying an estimated $17.6M and bringing the position to 1,512,202 shares worth $237M. The position accounts for 1.62% of the portfolio, ranked #18.

Phoenix Financial first reported a position in ACWI in Q3 2019 and has held it in 23 quarters since. The position peaked at $449M in Q3 2025. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Phoenix Financial held 1,512,202 shares of iShares MSCI ACWI ETF worth $237M as of Q2 2026.
  • Phoenix Financial bought 114,949 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $17.6M.
  • iShares MSCI ACWI ETF made up 1.62% of Phoenix Financial's portfolio in Q2 2026, its #18 holding.
  • Phoenix Financial first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 23 quarters since.
  • Phoenix Financial's iShares MSCI ACWI ETF position peaked at $449M in Q3 2025.
  • 844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.