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Secured Retirement Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Secured Retirement Advisors’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
-2,022
Closed -$238K – 117
2024
Q4 		$238K Sell
2,022
-392
-16% -$47K 0.14% 127
2024
Q3 		$289K Hold
2,414
– – 0.21% 97
2024
Q2 		$271K Sell
2,414
-90
-4% -$9.89K 0.21% 98
2024
Q1 		$276K Hold
2,504
– – 0.23% 93
2023
Q4 		$255K Buy
+2,504
New +$240K 0.24% 93

Other funds holding ACWI

Morgan Stanley
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
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

Secured Retirement Advisors's ACWI Position: Q1 2025 in Review

Secured Retirement Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 2,022 shares — an estimated $238K sold.

Secured Retirement Advisors first reported a position in ACWI in Q4 2023 and held it in 5 quarters. The position peaked at $289K in Q3 2024. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • Secured Retirement Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 2,022 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $238K.
  • Secured Retirement Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's iShares MSCI ACWI ETF position peaked at $289K in Q3 2024.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.