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

Daymark 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	$312K	Hold	1,985	–	–	0.01%	620
2026 Q1	$275K	Hold	1,985	–	–	0.01%	604
2025 Q4	$281K	Hold	1,985	–	–	0.01%	500
2025 Q3	$274K	Hold	1,985	–	–	0.01%	501
2025 Q2	$255K	Hold	1,985	–	–	0.01%	477
2025 Q1	$231K	Hold	1,985	–	–	0.01%	459
2024 Q4	$233K	Hold	1,985	–	–	0.01%	458
2024 Q3	$237K	Hold	1,985	–	–	0.01%	473
2024 Q2	$223K	Buy	+1,985	New	+$218K	0.01%	467

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

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

Daymark Wealth Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,985 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #620.

Daymark Wealth Partners first reported a position in ACWI in Q2 2024 and has held it in 9 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Daymark Wealth Partners held 1,985 shares of iShares MSCI ACWI ETF worth $312K as of Q2 2026.
Daymark Wealth Partners left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #620 holding.
Daymark Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 9 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.