SG
ACWI icon

StoneX Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

StoneX 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
Q3 		– Sell
-233,607
Closed -$30M – 931
2025
Q2 		$30M Buy
+233,607
New +$28M 1.46% 11
2023
Q1 		– Sell
-6,240
Closed -$530K – 442
2022
Q4 		$530K Buy
+6,240
New +$525K 0.08% 209
2022
Q2 		– Sell
-4,770
Closed -$476K – 515
2022
Q1 		$476K Buy
4,770
+2,515
+112% +$251K 0.05% 322
2021
Q4 		$239K Hold
2,255
– – 0.03% 465
2021
Q3 		$225K Hold
2,255
– – 0.03% 435
2021
Q2 		$228K Sell
2,255
-42
-2% -$4.18K 0.03% 423
2021
Q1 		$219K Sell
2,297
-109
-5% -$10.2K 0.04% 375
2020
Q4 		$218K Buy
+2,406
New +$206K 0.05% 334
2019
Q4 		– Sell
-3,776
Closed -$278K – 306
2019
Q3 		$278K Buy
3,776
+625
+20% +$45.8K 0.17% 184
2019
Q2 		$232K Buy
+3,151
New +$230K 0.15% 208

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