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Transatlantique Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Transatlantique Private 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
-2,610
Closed -$336K – 213
2025
Q2 		$336K Sell
2,610
-1,635
-39% -$196K 0.12% 181
2025
Q1 		$494K Sell
4,245
-4,678
-52% -$560K 0.2% 150
2024
Q4 		$1.05M Buy
+8,923
New +$1.07M 0.4% 74

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 $1.56B 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 $530B 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 $1.56T AUM 27.86% 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 $17.1B AUM 15.7% 1-Year Est. Return

Transatlantique Private Wealth's ACWI Position: Q3 2025 in Review

Transatlantique Private Wealth sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2025, closing a stake of 2,610 shares — an estimated $336K sold.

Transatlantique Private Wealth first reported a position in ACWI in Q4 2024 and held it in 3 quarters. The position peaked at $1.05M in Q4 2024. 757 funds tracked by Wall St. Rank hold ACWI as of Q3 2025.

  • Transatlantique Private Wealth reported no remaining iShares MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Transatlantique Private Wealth sold 2,610 iShares MSCI ACWI ETF shares in Q3 2025, an estimated $336K.
  • Transatlantique Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2024 and held it in 3 quarters.
  • Transatlantique Private Wealth's iShares MSCI ACWI ETF position peaked at $1.05M in Q4 2024.
  • 757 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2025.

Based on Transatlantique Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.