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Plante Moran Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Plante Moran Financial Advisors’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
-77
Closed -$9.05K – 792
2024
Q4 		$9.05K Buy
+77
New +$9.24K ﹤0.01% 592
2024
Q1 		– Sell
-151
Closed -$15.4K – 842
2023
Q4 		$15.4K Buy
+151
New +$14.4K ﹤0.01% 496
2023
Q2 		– Sell
-49
Closed -$4.47K – 787
2023
Q1 		$4.47K Buy
+49
New +$4.37K ﹤0.01% 653
2020
Q2 		– Sell
-85
Closed -$5K – 739
2020
Q1 		$5K Buy
+85
New +$6.3K ﹤0.01% 564
2015
Q3 		– Sell
-2,010
Closed -$119K – 698
2015
Q2 		$119K Buy
+2,010
New +$124K 0.09% 171

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

Plante Moran Financial Advisors's ACWI Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 77 shares — an estimated $9.05K sold.

Plante Moran Financial Advisors first reported a position in ACWI in Q2 2015 and held it in 5 quarters. The position peaked at $119K in Q2 2015. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 77 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $9.05K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2015 and held it in 5 quarters.
  • Plante Moran Financial Advisors's iShares MSCI ACWI ETF position peaked at $119K in Q2 2015.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.