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

Catalyst 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
Q1 		$9.21M Buy
66,551
+27,564
+71% +$3.96M 1.09% 18
2025
Q4 		$5.52M Buy
+38,987
New +$5.47M 0.62% 24

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Catalyst Financial Partners's ACWI Position: Q1 2026 in Review

Catalyst Financial Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 71% in Q1 2026, buying an estimated $3.96M and bringing the position to 66,551 shares worth $9.21M. The position accounts for 1.09% of the portfolio, ranked #18.

Catalyst Financial Partners first reported a position in ACWI in Q4 2025 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Catalyst Financial Partners held 66,551 shares of iShares MSCI ACWI ETF worth $9.21M as of Q1 2026.
  • Catalyst Financial Partners bought 27,564 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $3.96M.
  • iShares MSCI ACWI ETF made up 1.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #18 holding.
  • Catalyst Financial Partners first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.