Wolf Group Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wolf Group Capital Advisors’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	$2.04M	Sell	17,552 -6,307	-26%	-$756K	0.69%	44
2024 Q4	$2.29M	Hold	23,859	–	–	1.11%	28
2024 Q3	$2.29M	Buy	23,859 +6,144	+35%	+$704K	1.09%	29
2024 Q2	$1.99M	Sell	17,715 -6,144	-26%	-$675K	0.78%	42
2024 Q1	$2.29M	Hold	23,859	–	–	1.09%	29
2023 Q4	$2.29M	Buy	23,859 +1,262	+6%	+$121K	1.09%	29
2023 Q3	$2.09M	Sell	22,597 -1,259	-5%	-$121K	0.99%	33
2023 Q2	$2.21M	Sell	23,856 -1,452	-6%	-$135K	1.1%	28
2023 Q1	$2.31M	Sell	25,308 -1,450	-5%	-$129K	1.15%	29
2022 Q4	$2.27M	Sell	26,758 -16,808	-39%	-$1.41M	1.07%	31
2022 Q3	$3.39M	Buy	43,566 +1,287	+3%	+$111K	1.86%	11
2022 Q2	$3.55M	Buy	+42,279	New	+$3.85M	1.84%	13

Other funds holding ACWI

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

Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

Wolf Group Capital Advisors's ACWI Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 26% in Q1 2025, selling an estimated $756K and leaving 17,552 shares worth $2.04M. The position accounts for 0.69% of the portfolio, ranked #44.

Wolf Group Capital Advisors first reported a position in ACWI in Q2 2022 and has held it in 12 quarters since. The position peaked at $3.55M in Q2 2022. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

Wolf Group Capital Advisors held 17,552 shares of iShares MSCI ACWI ETF worth $2.04M as of Q1 2025.
Wolf Group Capital Advisors sold 6,307 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $756K.
iShares MSCI ACWI ETF made up 0.69% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #44 holding.
Wolf Group Capital Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 12 quarters since.
Wolf Group Capital Advisors's iShares MSCI ACWI ETF position peaked at $3.55M in Q2 2022.
681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.