Balboa Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Balboa Wealth 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
2026 Q2	$753K	Buy	4,796 +2,243	+88%	+$343K	0.1%	167
2026 Q1	$353K	Sell	2,553 -42	-2%	-$6.04K	0.06%	267
2025 Q4	$367K	Sell	2,595 -25	-1%	-$3.51K	0.06%	238
2025 Q3	$362K	Buy	2,620 +60	+2%	+$7.97K	0.06%	235
2025 Q2	$329K	Buy	2,560 +31	+1%	+$3.72K	0.07%	233
2025 Q1	$294K	Buy	2,529 +83	+3%	+$9.94K	0.07%	201
2024 Q4	$287K	Buy	2,446 +284	+13%	+$34.1K	0.07%	221
2024 Q3	$258K	Buy	+2,162	New	+$248K	0.06%	207

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Balboa Wealth Partners's ACWI Position: Q2 2026 in Review

Balboa Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 88% in Q2 2026, buying an estimated $343K and bringing the position to 4,796 shares worth $753K. The position accounts for 0.1% of the portfolio, ranked #167.

Balboa Wealth Partners first reported a position in ACWI in Q3 2024 and has held it in 8 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Balboa Wealth Partners held 4,796 shares of iShares MSCI ACWI ETF worth $753K as of Q2 2026.
Balboa Wealth Partners bought 2,243 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $343K.
iShares MSCI ACWI ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #167 holding.
Balboa Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 8 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.