BWP
ACWI icon

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

BSW 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 		$4.86M Sell
30,930
-66
-0.2% -$10.1K 0.54% 34
2026
Q1 		$4.29M Sell
30,996
-30
-0.1% -$4.31K 0.52% 35
2025
Q4 		$4.39M Buy
31,026
+24
+0.1% +$3.37K 0.53% 35
2025
Q3 		$4.29M Buy
31,002
+95
+0.3% +$12.6K 0.53% 33
2025
Q2 		$3.97M Buy
30,907
+48
+0.2% +$5.75K 0.54% 34
2025
Q1 		$3.59M Sell
30,859
-1
-0% -$120 0.55% 34
2024
Q4 		$3.63M Buy
30,860
+260
+0.8% +$31.2K 0.53% 36
2024
Q3 		$3.66M Sell
30,600
-1,043
-3% -$120K 0.55% 35
2024
Q2 		$3.56M Sell
31,643
-233
-0.7% -$25.6K 0.58% 35
2024
Q1 		$3.51M Buy
31,876
+551
+2% +$57.9K 0.59% 33
2023
Q4 		$3.19M Sell
31,325
-84
-0.3% -$8.04K 0.63% 27
2023
Q3 		$2.9M Sell
31,409
-222
-0.7% -$21.3K 0.65% 27
2023
Q2 		$3.03M Sell
31,631
-743
-2% -$69K 0.63% 26
2023
Q1 		$2.95M Buy
32,374
+156
+0.5% +$13.9K 0.6% 26
2022
Q4 		$2.73M Sell
32,218
-1,975
-6% -$166K 0.59% 29
2022
Q3 		$2.66M Sell
34,193
-1,441
-4% -$124K 0.65% 22
2022
Q2 		$2.99M Buy
35,634
+1,917
+6% +$174K 0.72% 20
2022
Q1 		$3.36M Sell
33,717
-1,386
-4% -$138K 0.85% 17
2021
Q4 		$3.71M Sell
35,103
-641
-2% -$67K 0.93% 16
2021
Q3 		$3.57M Sell
35,744
-3,677
-9% -$377K 1% 16
2021
Q2 		$3.99M Sell
39,421
-337
-0.8% -$33.6K 1.1% 14
2021
Q1 		$3.78M Sell
39,758
-1,109
-3% -$104K 1.09% 15
2020
Q4 		$3.71M Sell
40,867
-387
-0.9% -$33.1K 1.14% 16
2020
Q3 		$3.3M Sell
41,254
-3,851
-9% -$305K 1.24% 16
2020
Q2 		$3.33M Buy
45,105
+11,808
+35% +$824K 1.11% 19
2020
Q1 		$2.08M Sell
33,297
-9,452
-22% -$700K 0.86% 26
2019
Q4 		$3.39M Buy
42,749
+48
+0.1% +$3.67K 1.15% 20
2019
Q3 		$3.15M Sell
42,701
-630
-1% -$46.2K 1.21% 19
2019
Q2 		$3.19M Buy
43,331
+127
+0.3% +$9.26K 1.21% 20
2019
Q1 		$3.12M Sell
43,204
-100,506
-70% -$6.99M 1.23% 20
2018
Q4 		$9.22M Buy
143,710
+113,827
+381% +$7.82M 3.48% 8
2018
Q3 		$2.22M Sell
29,883
-223
-0.7% -$16.3K 0.85% 18
2018
Q2 		$2.14M Buy
30,106
+1,814
+6% +$132K 0.93% 18
2018
Q1 		$2.03M Buy
28,292
+154
+0.5% +$11.3K 0.91% 16
2017
Q4 		$2.03M Buy
28,138
+13
+0% +$920 0.84% 17
2017
Q3 		$1.94M Hold
28,125
– – 0.84% 15
2017
Q2 		$1.84M Buy
28,125
+516
+2% +$33.5K 0.84% 16
2017
Q1 		$1.75M Sell
27,609
-250
-0.9% -$15.5K 0.87% 16
2016
Q4 		$1.65M Buy
27,859
+26,272
+1,655% +$1.54M 0.86% 17
2016
Q3 		$26.8K Sell
1,587
-25,259
-94% -$1.47M 0.93% 17
2016
Q2 		$1.51M Buy
26,846
+143
+0.5% +$8.07K 0.83% 14
2016
Q1 		$1.5M Buy
26,703
+3,296
+14% +$175K 0.84% 13
2015
Q4 		$1.31M Sell
23,407
-19,859
-46% -$1.14M 0.65% 20
2015
Q3 		$2.33M Buy
43,266
+21,429
+98% +$1.23M 1.39% 12
2015
Q2 		$1.3M Hold
21,837
– – 0.82% 14
2015
Q1 		$1.31M Buy
21,837
+570
+3% +$33.9K 0.83% 13
2014
Q4 		$1.24M Buy
21,267
+4,400
+26% +$258K 1% 13
2014
Q3 		$993K Hold
16,867
– – 0.78% 15
2014
Q2 		$1.02M Hold
16,867
– – 0.8% 14
2014
Q1 		$981K Buy
16,867
+2,063
+14% +$117K 0.79% 15
2013
Q4 		$853K Hold
14,804
– – 0.68% 16
2013
Q3 		$798K Sell
14,804
-441
-3% -$23.2K 0.69% 16
2013
Q2 		$762K Buy
+15,245
New +$788K 0.67% 19

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

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

BSW Wealth Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.21% in Q2 2026, selling an estimated $10.1K and leaving 30,930 shares worth $4.86M. The position accounts for 0.54% of the portfolio, ranked #34.

BSW Wealth Partners first reported a position in ACWI in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.22M in Q4 2018. 305 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • BSW Wealth Partners held 30,930 shares of iShares MSCI ACWI ETF worth $4.86M as of Q2 2026.
  • BSW Wealth Partners sold 66 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $10.1K.
  • iShares MSCI ACWI ETF made up 0.54% of BSW Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • BSW Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 53 quarters since.
  • BSW Wealth Partners's iShares MSCI ACWI ETF position peaked at $9.22M in Q4 2018.
  • 305 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.