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Principal Securities’s iShares MSCI ACWI ETF ACWI Stock Holding History

Principal Securities’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
-353
Closed -$48.8K – 1374
2025
Q3 		$48.8K Hold
353
– – ﹤0.01% 1961
2025
Q2 		$45.4K Buy
353
+320
+970% +$38.4K ﹤0.01% 1936
2025
Q1 		$3.88K Hold
33
– – ﹤0.01% 2864
2024
Q4 		$3.88K Hold
33
– – ﹤0.01% 2861
2024
Q3 		$3.94K Hold
33
– – ﹤0.01% 2752
2024
Q2 		$3.71K Hold
33
– – ﹤0.01% 2737
2024
Q1 		$3.63K Sell
33
-269
-89% -$28.2K ﹤0.01% 2714
2023
Q4 		$30.7K Buy
+302
New +$28.9K ﹤0.01% 1707

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 $1.27B AUM 11.98% 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

Principal Securities's ACWI Position: Q4 2025 in Review

Principal Securities sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 353 shares — an estimated $48.8K sold.

Principal Securities first reported a position in ACWI in Q4 2023 and held it in 8 quarters. The position peaked at $48.8K in Q3 2025. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Principal Securities reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 353 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $48.8K.
  • Principal Securities first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares MSCI ACWI ETF position peaked at $48.8K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.