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RFP Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

RFP Financial Group’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
-27,943
Closed -$3.28M – 82
2025
Q3 		$3.28M Sell
27,943
-903
-3% -$120K 1.34% 16
2025
Q2 		$3.71M Buy
28,846
+559
+2% +$67K 1.53% 16
2025
Q1 		$3.29M Buy
28,287
+344
+1% +$41.2K 1.32% 17
2024
Q4 		$3.28M Buy
27,943
+1,005
+4% +$121K 1.28% 18
2024
Q3 		$3.22M Buy
26,938
+2,018
+8% +$231K 1.05% 21
2024
Q2 		$2.8M Buy
24,920
+72
+0.3% +$7.91K 1.04% 19
2024
Q1 		$2.74M Buy
24,848
+540
+2% +$56.7K 1.07% 16
2023
Q4 		$2.47M Buy
24,308
+752
+3% +$71.9K 1.01% 16
2023
Q3 		$2.18M Buy
23,556
+477
+2% +$45.8K 0.96% 19
2023
Q2 		$2.21M Buy
23,079
+367
+2% +$34.1K 0.9% 20
2023
Q1 		$2.07M Buy
22,712
+1,104
+5% +$98.5K 2.38% 10
2022
Q4 		$1.83M Buy
+21,608
New +$1.82M 0.82% 22

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RFP Financial Group's ACWI Position: Q4 2025 in Review

RFP Financial Group sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2025, closing a stake of 27,943 shares — an estimated $3.28M sold.

RFP Financial Group first reported a position in ACWI in Q4 2022 and held it in 12 quarters. The position peaked at $3.71M in Q2 2025. 811 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • RFP Financial Group reported no remaining iShares MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 27,943 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $3.28M.
  • RFP Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 12 quarters.
  • RFP Financial Group's iShares MSCI ACWI ETF position peaked at $3.71M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.