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Sagard Holdings Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sagard Holdings Management’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 		$34.6K Hold
250
– – 0.17% 45
2025
Q2 		$32.1K Buy
+250
New +$30K 0.09% 49

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 $1.56B AUM 17.86% 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
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 $1.56T AUM 27.86% 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 $17.1B AUM 15.7% 1-Year Est. Return

Sagard Holdings Management's ACWI Position: Q3 2025 in Review

Sagard Holdings Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2025 at 250 shares worth $34.6K. The position accounts for 0.17% of the portfolio, ranked #45.

Sagard Holdings Management first reported a position in ACWI in Q2 2025 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Sagard Holdings Management held 250 shares of iShares MSCI ACWI ETF worth $34.6K as of Q3 2025.
  • Sagard Holdings Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2025.
  • iShares MSCI ACWI ETF made up 0.17% of Sagard Holdings Management's portfolio in Q3 2025, its #45 holding.
  • Sagard Holdings Management first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 2 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.