FLPIM
ACWI icon

F.L. Putnam Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

F.L. Putnam Investment Management’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 		$498K Buy
3,254
+165
+5% +$25.2K 0.01% 463
2026
Q1 		$427K Sell
3,089
-105
-3% -$15.1K 0.01% 450
2025
Q4 		$452K Hold
3,194
– – 0.01% 444
2025
Q3 		$442K Hold
3,194
– – 0.01% 437
2025
Q2 		$411K Buy
3,194
+122
+4% +$14.6K 0.01% 444
2025
Q1 		$358K Sell
3,072
-107
-3% -$12.8K 0.01% 465
2024
Q4 		$374K Sell
3,179
-108
-3% -$13K 0.01% 461
2024
Q3 		$393K Hold
3,287
– – 0.01% 461
2024
Q2 		$369K Buy
3,287
+45
+1% +$4.95K 0.01% 461
2024
Q1 		$357K Sell
3,242
-705
-18% -$74K 0.01% 391
2023
Q4 		$402K Sell
3,947
-149
-4% -$14.3K 0.01% 376
2023
Q3 		$378K Buy
4,096
+293
+8% +$28.1K 0.01% 377
2023
Q2 		$365K Sell
3,803
-21
-0.5% -$1.95K 0.01% 391
2023
Q1 		$349K Sell
3,824
-448
-10% -$40K 0.01% 345
2022
Q4 		$363K Hold
4,272
– – 0.01% 334
2022
Q3 		$332K Sell
4,272
-957
-18% -$82.7K 0.01% 322
2022
Q2 		$439K Hold
5,229
– – 0.02% 293
2022
Q1 		$522K Sell
5,229
-745
-12% -$74.2K 0.02% 276
2021
Q4 		$632K Sell
5,974
-1,519
-20% -$159K 0.02% 267
2021
Q3 		$749K Sell
7,493
-436
-5% -$44.8K 0.03% 238
2021
Q2 		$802K Buy
7,929
+749
+10% +$74.6K 0.03% 240
2021
Q1 		$683K Buy
7,180
+594
+9% +$55.8K 0.03% 222
2020
Q4 		$597K Sell
6,586
-8,427
-56% -$720K 0.03% 214
2020
Q3 		$1.2M Sell
15,013
-322
-2% -$25.5K 0.07% 139
2020
Q2 		$1.13M Sell
15,335
-531
-3% -$37K 0.07% 140
2020
Q1 		$993K Buy
+15,866
New +$1.18M 0.08% 140

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

F.L. Putnam Investment Management's ACWI Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares MSCI ACWI ETF (ACWI) stake by 5.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,254 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #463.

F.L. Putnam Investment Management first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.2M in Q3 2020. 554 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • F.L. Putnam Investment Management held 3,254 shares of iShares MSCI ACWI ETF worth $498K as of Q2 2026.
  • F.L. Putnam Investment Management bought 165 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $25.2K.
  • iShares MSCI ACWI ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #463 holding.
  • F.L. Putnam Investment Management first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • F.L. Putnam Investment Management's iShares MSCI ACWI ETF position peaked at $1.2M in Q3 2020.
  • 554 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.