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DT Investment Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

DT Investment 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 		$12.8M Sell
81,723
-880
-1% -$134K 0.96% 24
2026
Q1 		$11.4M Sell
82,603
-185
-0.2% -$26.6K 0.95% 24
2025
Q4 		$11.7M Sell
82,788
-230
-0.3% -$32.3K 0.97% 25
2025
Q3 		$11.5M Sell
83,018
-10
-0% -$1.33K 0.97% 25
2025
Q2 		$10.7M Sell
83,028
-175
-0.2% -$21K 0.96% 22
2025
Q1 		$9.68M Hold
83,203
– – 0.93% 25
2024
Q4 		$9.78M Sell
83,203
-45
-0.1% -$5.4K 0.83% 24
2024
Q3 		$9.95M Hold
83,248
– – 0.81% 25
2024
Q2 		$9.36M Sell
83,248
-528
-0.6% -$58K 0.83% 25
2024
Q1 		$9.23M Hold
83,776
– – 0.93% 23
2023
Q4 		$8.66M Sell
83,776
-1,400
-2% -$134K 0.94% 23
2023
Q3 		$7.87M Hold
85,176
– – 0.95% 24
2023
Q2 		$8.41M Sell
85,176
-7,000
-8% -$650K 0.96% 24
2023
Q1 		$8.52M Buy
92,176
+486
+0.5% +$43.4K 1.03% 23
2022
Q4 		$7.78M Buy
91,690
+21,665
+31% +$1.82M 1.02% 23
2022
Q3 		$5.45M Sell
70,025
-54,090
-44% -$4.67M 0.89% 25
2022
Q2 		$10.4M Hold
124,115
– – 1.55% 17
2022
Q1 		$12.4M Buy
124,115
+92,700
+295% +$9.24M 1.6% 16
2021
Q4 		$3.32M Sell
31,415
-855
-3% -$89.3K 0.43% 37
2021
Q3 		$3.22M Hold
32,270
– – 0.43% 37
2021
Q2 		$3.27M Hold
32,270
– – 0.45% 37
2021
Q1 		$3.07M Sell
32,270
-2,999
-9% -$282K 0.44% 40
2020
Q4 		$3.2M Buy
35,269
+1,209
+4% +$103K 0.51% 32
2020
Q3 		$2.72M Sell
34,060
-1,810
-5% -$143K 0.39% 32
2020
Q2 		$2.64M Sell
35,870
-8,300
-19% -$579K 0.33% 33
2020
Q1 		$2.76M Buy
+44,170
New +$3.27M 0.45% 27
2019
Q1 		– Sell
-35,400
Closed -$2.27M – 62
2018
Q4 		$2.27M Buy
+35,400
New +$2.43M 0.36% 51

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DT Investment Partners's ACWI Position: Q2 2026 in Review

DT Investment Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.1% in Q2 2026, selling an estimated $134K and leaving 81,723 shares worth $12.8M. The position accounts for 0.96% of the portfolio, ranked #24.

DT Investment Partners first reported a position in ACWI in Q4 2018 and has held it in 27 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • DT Investment Partners held 81,723 shares of iShares MSCI ACWI ETF worth $12.8M as of Q2 2026.
  • DT Investment Partners sold 880 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $134K.
  • iShares MSCI ACWI ETF made up 0.96% of DT Investment Partners's portfolio in Q2 2026, its #24 holding.
  • DT Investment Partners first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 27 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.