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WMS Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

WMS Partners’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
Q1 		– Sell
-61,256
Closed -$7.2M – 5
2024
Q4 		$7.2M Sell
61,256
-863
-1% -$104K 0.4% 33
2024
Q3 		$7.43M Sell
62,119
-3,336
-5% -$382K 0.42% 33
2024
Q2 		$7.36M Sell
65,455
-4,605
-7% -$506K 0.47% 30
2024
Q1 		$7.72M Sell
70,060
-9,530
-12% -$1M 0.53% 30
2023
Q4 		$8.1M Sell
79,590
-4,163
-5% -$398K 0.6% 28
2023
Q3 		$7.74M Sell
83,753
-244
-0.3% -$23.4K 0.61% 26
2023
Q2 		$8.06M Sell
83,997
-7,829
-9% -$727K 0.63% 30
2023
Q1 		$8.37M Sell
91,826
-18,175
-17% -$1.62M 0.73% 29
2022
Q4 		$9.34M Buy
+110,001
New +$9.26M 0.92% 24

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

WMS Partners's ACWI Position: Q1 2025 in Review

WMS Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 61,256 shares — an estimated $7.2M sold.

WMS Partners first reported a position in ACWI in Q4 2022 and held it in 9 quarters. The position peaked at $9.34M in Q4 2022. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • WMS Partners reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 61,256 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $7.2M.
  • WMS Partners first reported a position in iShares MSCI ACWI ETF in Q4 2022 and held it in 9 quarters.
  • WMS Partners's iShares MSCI ACWI ETF position peaked at $9.34M in Q4 2022.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.