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SageView Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

SageView Advisory Group’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
Q4 		$191K Sell
1,349
-1,939
-59% -$272K 0.01% 621
2025
Q3 		$454K Hold
3,288
– – 0.02% 403
2025
Q2 		$432K Buy
+3,288
New +$394K 0.02% 401

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

SageView Advisory Group's ACWI Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 59% in Q4 2025, selling an estimated $272K and leaving 1,349 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #621.

SageView Advisory Group first reported a position in ACWI in Q2 2025 and has held it in 3 quarters since. The position peaked at $454K in Q3 2025. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • SageView Advisory Group held 1,349 shares of iShares MSCI ACWI ETF worth $191K as of Q4 2025.
  • SageView Advisory Group sold 1,939 iShares MSCI ACWI ETF shares in Q4 2025, an estimated $272K.
  • iShares MSCI ACWI ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #621 holding.
  • SageView Advisory Group first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 3 quarters since.
  • SageView Advisory Group's iShares MSCI ACWI ETF position peaked at $454K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.