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Trivant Custom Portfolio Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Trivant Custom Portfolio 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
Q2 		– Sell
-41
Closed -$4.77K – 103
2025
Q1 		$4.77K Buy
41
+1
+3% +$120 ﹤0.01% 170
2024
Q4 		$4.7K Hold
40
– – ﹤0.01% 171
2024
Q3 		$4.78K Hold
40
– – ﹤0.01% 150
2024
Q2 		$4.5K Sell
40
-97
-71% -$10.7K ﹤0.01% 166
2024
Q1 		$15.1K Buy
137
+1
+0.7% +$105 0.01% 143
2023
Q4 		$13.8K Sell
136
-4
-3% -$383 0.01% 158
2023
Q3 		$12.9K Buy
140
+7
+5% +$672 0.01% 151
2023
Q2 		$12.8K Sell
133
-119
-47% -$11K 0.01% 166
2023
Q1 		$23K Buy
+252
New +$22.5K 0.02% 152

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

Trivant Custom Portfolio Group's ACWI Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2025, closing a stake of 41 shares — an estimated $4.77K sold.

Trivant Custom Portfolio Group first reported a position in ACWI in Q1 2023 and held it in 9 quarters. The position peaked at $23K in Q1 2023. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining iShares MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 41 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $4.77K.
  • Trivant Custom Portfolio Group first reported a position in iShares MSCI ACWI ETF in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's iShares MSCI ACWI ETF position peaked at $23K in Q1 2023.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.