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Simplicity Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Simplicity Wealth’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 		– Sell
-7,960
Closed -$1.02M – 711
2025
Q2 		$1.02M Buy
7,960
+3,464
+77% +$415K 0.04% 328
2025
Q1 		$523K Buy
4,496
+2,616
+139% +$313K 0.04% 334
2024
Q4 		$221K Sell
1,880
-4,131
-69% -$496K 0.05% 298
2024
Q3 		$719K Sell
6,011
-17,108
-74% -$1.96M 0.07% 236
2024
Q2 		$2.6M Buy
23,119
+32
+0.1% +$3.52K 0.06% 307
2024
Q1 		$2.54M Buy
+23,087
New +$2.42M 0.06% 302

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Simplicity Wealth's ACWI Position: Q3 2025 in Review

Simplicity Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 7,960 shares — an estimated $1.02M sold.

Simplicity Wealth first reported a position in ACWI in Q1 2024 and held it in 6 quarters. The position peaked at $2.6M in Q2 2024. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Simplicity Wealth reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Simplicity Wealth sold 7,960 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $1.02M.
  • Simplicity Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2024 and held it in 6 quarters.
  • Simplicity Wealth's iShares MSCI ACWI ETF position peaked at $2.6M in Q2 2024.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.