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Sandbox Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sandbox Financial Partners’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
Q2 		– Sell
-2,726
Closed -$317K – 124
2025
Q1 		$317K Sell
2,726
-47,395
-95% -$5.68M 0.11% 87
2024
Q4 		$5.89M Buy
50,121
+4,051
+9% +$486K 1.96% 15
2024
Q3 		$5.51M Buy
46,070
+2,645
+6% +$303K 1.95% 15
2024
Q2 		$4.88M Buy
43,425
+2,207
+5% +$243K 1.87% 15
2024
Q1 		$4.54M Buy
41,218
+380
+0.9% +$39.9K 1.91% 13
2023
Q4 		$4.16M Buy
40,838
+1,915
+5% +$183K 1.95% 13
2023
Q3 		$3.6M Buy
38,923
+7,310
+23% +$701K 1.9% 13
2023
Q2 		$3.03M Buy
31,613
+28,480
+909% +$2.64M 1.58% 13
2023
Q1 		$286K Buy
3,133
+328
+12% +$29.3K 0.17% 69
2022
Q4 		$238K Sell
2,805
-189
-6% -$15.9K 0.16% 68
2022
Q3 		$233K Buy
2,994
+347
+13% +$30K 0.17% 69
2022
Q2 		$222K Buy
+2,647
New +$241K 0.16% 74

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Sandbox Financial Partners's ACWI Position: Q2 2025 in Review

Sandbox Financial Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 2,726 shares — an estimated $317K sold.

Sandbox Financial Partners first reported a position in ACWI in Q2 2022 and held it in 12 quarters. The position peaked at $5.89M in Q4 2024. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Sandbox Financial Partners reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 2,726 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $317K.
  • Sandbox Financial Partners first reported a position in iShares MSCI ACWI ETF in Q2 2022 and held it in 12 quarters.
  • Sandbox Financial Partners's iShares MSCI ACWI ETF position peaked at $5.89M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Sandbox Financial Partners's 13F filing for Q2 2025, filed 9 Jul 2025.