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Ridgewood Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-52
Closed -$6.69K – 208
2025
Q2 		$6.69K Sell
52
-6
-10% -$719 ﹤0.01% 567
2025
Q1 		$6.75K Hold
58
– – ﹤0.01% 529
2024
Q4 		$6.82K Hold
58
– – ﹤0.01% 541
2024
Q3 		$6.93K Hold
58
– – ﹤0.01% 555
2024
Q2 		$6.52K Buy
+58
New +$6.38K ﹤0.01% 562
2023
Q3 		– Sell
-70
Closed -$6.73K – 187
2023
Q2 		$6.73K Hold
70
– – ﹤0.01% 553
2023
Q1 		$6.38K Buy
+70
New +$6.24K ﹤0.01% 568

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Ridgewood Investments's ACWI Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 52 shares — an estimated $6.69K sold.

Ridgewood Investments first reported a position in ACWI in Q1 2023 and held it in 7 quarters. The position peaked at $6.93K in Q3 2024. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Ridgewood Investments reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 52 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $6.69K.
  • Ridgewood Investments first reported a position in iShares MSCI ACWI ETF in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's iShares MSCI ACWI ETF position peaked at $6.93K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.