Cascade Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cascade Financial 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	$220K	Buy	+1,399	New	+$214K	0.02%	262

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

Cascade Financial Partners's ACWI Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,399 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cascade Financial Partners held 1,399 shares of iShares MSCI ACWI ETF worth $220K as of Q2 2026.
iShares MSCI ACWI ETF was a new Cascade Financial Partners position in Q2 2026.
iShares MSCI ACWI ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #262 holding.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.