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Retirement Capital Strategies’s iShares MSCI ACWI ETF ACWI Stock Holding History

Retirement Capital Strategies’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
-204,176
Closed -$23.8M – 65
2025
Q1 		$23.8M Buy
+204,176
New +$24.5M 9.28% 2

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

Retirement Capital Strategies's ACWI Position: Q2 2025 in Review

Retirement Capital Strategies sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 204,176 shares — an estimated $23.8M sold.

Retirement Capital Strategies first reported a position in ACWI in Q1 2025 and held it in 1 quarter. The position peaked at $23.8M in Q1 2025. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Retirement Capital Strategies reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 204,176 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $23.8M.
  • Retirement Capital Strategies first reported a position in iShares MSCI ACWI ETF in Q1 2025 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares MSCI ACWI ETF position peaked at $23.8M in Q1 2025.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.