Rothschild & Co Wealth Management (UK)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Rothschild & Co Wealth Management (UK)’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 Q1	–	Sell	-20,818	Closed	-$2.45M	–	28
2024 Q4	$2.45M	Hold	20,818	–	–	0.04%	24
2024 Q3	$2.49M	Sell	20,818 -400	-2%	-$45.8K	0.04%	23
2024 Q2	$2.38M	Buy	21,218 +400	+2%	+$44K	0.04%	22
2024 Q1	$2.29M	Buy	+20,818	New	+$2.19M	0.04%	22

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s ACWI Position: Q1 2025 in Review

Rothschild & Co Wealth Management (UK) sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 20,818 shares — an estimated $2.45M sold.

Rothschild & Co Wealth Management (UK) first reported a position in ACWI in Q1 2024 and held it in 4 quarters. The position peaked at $2.49M in Q3 2024. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

Rothschild & Co Wealth Management (UK) reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 20,818 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $2.45M.
Rothschild & Co Wealth Management (UK) first reported a position in iShares MSCI ACWI ETF in Q1 2024 and held it in 4 quarters.
Rothschild & Co Wealth Management (UK)'s iShares MSCI ACWI ETF position peaked at $2.49M in Q3 2024.
681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2025, filed 6 May 2025.