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Prospect Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Prospect Financial Services’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
Q2 		– Sell
-8,174
Closed -$951K – 101
2025
Q1 		$951K Sell
8,174
-144
-2% -$17.3K 0.53% 37
2024
Q4 		$977K Buy
8,318
+75
+0.9% +$9K 0.53% 38
2024
Q3 		$985K Hold
8,243
– – 0.61% 37
2024
Q2 		$926K Buy
8,243
+69
+0.8% +$7.58K 0.71% 32
2024
Q1 		$900K Buy
+8,174
New +$858K 0.74% 33

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Prospect Financial Services's ACWI Position: Q2 2025 in Review

Prospect Financial Services sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 8,174 shares — an estimated $951K sold.

Prospect Financial Services first reported a position in ACWI in Q1 2024 and held it in 5 quarters. The position peaked at $985K in Q3 2024. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Prospect Financial Services reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Prospect Financial Services sold 8,174 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $951K.
  • Prospect Financial Services first reported a position in iShares MSCI ACWI ETF in Q1 2024 and held it in 5 quarters.
  • Prospect Financial Services's iShares MSCI ACWI ETF position peaked at $985K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Prospect Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.