Purchases and Sales Made in Q4 2025 in Ishares Msci Acwi ETF (ACWI)
This table provides information about the institutional ownership of Ishares Msci Acwi ETF (ACWI) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI ACWI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
71.7K+ 149.0% |
$9.73M - $10.2M
|
120K
$16.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
32.7KNew |
$4.44M - $4.67M
|
32.7K
$4.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
15.7K+ 5.6% |
$2.13M - $2.24M
|
296K
$41.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
12.6K+ 84.14% |
$1.7M - $1.79M
|
27.5K
$3.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
11.7KNew |
$1.58M - $1.66M
|
11.7K
$1.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
10.7K+ 16.96% |
$1.45M - $1.53M
|
73.8K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.31KNew |
$1.26M - $1.33M
|
9.31K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
6.88K+ 232.03% |
$934K - $981K
|
9.85K
$1.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.85KNew |
$793K - $833K
|
5.85K
$819K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.26KNew |
$714K - $750K
|
5.26K
$737K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.23K+ 6.44% |
$710K - $746K
|
86.4K
$12.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.93K+ 1.64% |
$670K - $703K
|
306K
$42.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.5K+ 52.02% |
$611K - $642K
|
13.2K
$1.84M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.94K+ 3.97% |
$534K - $561K
|
103K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.61K+ 93.1% |
$490K - $515K
|
7.5K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
2.55K+ 77.69% |
$346K - $364K
|
5.84K
$818K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.16KNew |
$294K - $308K
|
2.16K
$303K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.52KNew |
$207K - $217K
|
1.52K
$213K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.45KNew |
$197K - $207K
|
1.45K
$203K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
1.44K+ 4.73% |
$196K - $206K
|
32K
$4.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 46.89% |
$160K - $168K
|
3.69K
$517K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.08K+ 0.44% |
$146K - $153K
|
245K
$34.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
517+ 13.52% |
$70.2K - $73.7K
|
4.34K
$608K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
452+ 0.38% |
$61.3K - $64.4K
|
119K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
435+ 28.88% |
$59K - $62K
|
1.94K
$272K
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
264+ 2.23% |
$35.8K - $37.6K
|
12.1K
$1.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
220+ 2.46% |
$29.9K - $31.4K
|
9.15K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
105+ 1.36% |
$14.2K - $15K
|
7.84K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
94+ 0.89% |
$12.8K - $13.4K
|
10.6K
$1.49M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
15+ 0.04% |
$2.04K - $2.14K
|
35.4K
$4.96M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
12+ 0.76% |
$1.63K - $1.71K
|
1.6K
$223K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 0.01% |
$1.49K - $1.57K
|
199K
$27.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$1.22K - $1.28K
|
5.46K
$764K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.01% |
$1.09K - $1.14K
|
58.9K
$8.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.07% |
$679 - $713
|
7.34K
$1.03M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.13% |
$271 - $285
|
1.56K
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$136 - $143
|
37.4K
$5.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.06% |
$136 - $143
|
1.68K
$235K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 6.06% |
$271 - $285
|
31
$4.34K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 0.91% |
$407 - $428
|
325
$45.5K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4- 0.06% |
$543 - $570
|
6.88K
$964K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-20- 0.47% |
$2.71K - $2.85K
|
4.23K
$592K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-22- 1.24% |
$2.99K - $3.14K
|
1.75K
$245K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-25- 0.95% |
$3.39K - $3.56K
|
2.6K
$364K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-25- 0.61% |
$3.39K - $3.56K
|
4.08K
$572K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-36- 1.57% |
$4.89K - $5.13K
|
2.26K
$317K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-46- 0.63% |
$6.24K - $6.56K
|
7.23K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-49- 0.54% |
$6.65K - $6.99K
|
9K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-69- 2.12% |
$9.36K - $9.84K
|
3.18K
$445K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-88- 0.5% |
$11.9K - $12.5K
|
17.5K
$2.45M
|
|