RI
ACWI icon

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 $1.66T AUM 25.57% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return