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Synergy Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Synergy Investment 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
Q2 		– Sell
-151
Closed -$17.6K – 86
2025
Q1 		$17.6K Sell
151
-150
-50% -$18K 0.01% 329
2024
Q4 		$35.4K Buy
+301
New +$36.1K 0.02% 271

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Synergy Investment Management's ACWI Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 151 shares — an estimated $17.6K sold.

Synergy Investment Management first reported a position in ACWI in Q4 2024 and held it in 2 quarters. The position peaked at $35.4K in Q4 2024. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 151 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $17.6K.
  • Synergy Investment Management first reported a position in iShares MSCI ACWI ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares MSCI ACWI ETF position peaked at $35.4K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.