Sage Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sage Advisory Services’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	-8,906	Closed	-$1.05M	–	42
2024 Q4	$1.05M	Buy	8,906 +65	+0.7%	+$7.8K	0.62%	26
2024 Q3	$994K	Hold	8,841	–	–	0.28%	31
2024 Q2	$994K	Hold	8,841	–	–	0.28%	31
2024 Q1	$974K	Sell	8,841 -1,450	-14%	-$152K	0.27%	32
2023 Q4	$1.05M	Buy	10,291 +1,665	+19%	+$159K	0.28%	37
2023 Q3	$797K	Hold	8,626	–	–	0.22%	38
2023 Q2	$828K	Hold	8,626	–	–	0.24%	36
2023 Q1	$786K	Hold	8,626	–	–	0.22%	34
2022 Q4	$732K	Hold	8,626	–	–	0.21%	37
2022 Q3	$671K	Buy	8,626 +66	+0.8%	+$5.7K	0.21%	35
2022 Q2	$718K	Buy	+8,560	New	+$779K	0.21%	43

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $4.66B AUM 47.62% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

Sage Advisory Services's ACWI Position: Q1 2025 in Review

Sage Advisory Services sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 8,906 shares — an estimated $1.05M sold.

Sage Advisory Services first reported a position in ACWI in Q2 2022 and held it in 11 quarters. The position peaked at $1.05M in Q4 2023. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

Sage Advisory Services reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
Sage Advisory Services sold 8,906 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $1.05M.
Sage Advisory Services first reported a position in iShares MSCI ACWI ETF in Q2 2022 and held it in 11 quarters.
Sage Advisory Services's iShares MSCI ACWI ETF position peaked at $1.05M in Q4 2023.
681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Sage Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.