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Shell Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Shell Asset 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 		– Hold
0
– – – 1144
2025
Q2 		– Hold
0
– – – 1266
2017
Q4 		– Hold
0
– – – 1109
2017
Q3 		– Hold
0
– – – 1091
2017
Q2 		– Hold
0
– – – 1085
2017
Q1 		– Hold
0
– – – 1085
2016
Q4 		– Hold
0
– – – 1057
2016
Q3 		– Hold
0
– – – 1038
2016
Q2 		– Hold
0
– – – 908
2016
Q1 		– Hold
0
– – – 897
2015
Q4 		– Sell
-684,339
Closed -$39.1M – 891
2015
Q3 		$40.3M Buy
+684,339
New +$39.4M 0.64% 21
2015
Q2 		– Hold
0
– – – 881
2015
Q1 		– Hold
0
– – – 860
2014
Q4 		– Sell
-684,339
Closed -$40.2M – 865
2014
Q3 		$40.3M Buy
684,339
+401,958
+142% +$24.2M 0.63% 21
2014
Q2 		$17M Buy
+282,381
New +$16.7M 0.26% 86

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 $1.27B AUM 11.98% 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 $501B 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 $1.47T AUM 27.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return