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

FAS 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	$345K	Sell	2,196 -8	-0.4%	-$1.22K	0.02%	281
2026 Q1	$305K	Buy	2,204 +20	+0.9%	+$2.88K	0.02%	282
2025 Q4	$309K	Buy	2,184 +19	+0.9%	+$2.67K	0.02%	282
2025 Q3	$299K	Hold	2,165	–	–	0.02%	269
2025 Q2	$278K	Buy	2,165 +16	+0.7%	+$1.92K	0.02%	269
2025 Q1	$250K	Hold	2,149	–	–	0.02%	270
2024 Q4	$252K	Buy	2,149 +885	+70%	+$106K	0.02%	274
2024 Q3	$151K	Hold	1,264	–	–	0.01%	309
2024 Q2	$142K	Buy	1,264 +10	+0.8%	+$1.1K	0.01%	298
2024 Q1	$138K	Hold	1,254	–	–	0.01%	308
2023 Q4	$128K	Buy	1,254 +12	+1%	+$1.15K	0.01%	305
2023 Q3	$115K	Sell	1,242 -20	-2%	-$1.92K	0.01%	294
2023 Q2	$121K	Buy	1,262 +13	+1%	+$1.21K	0.02%	277
2023 Q1	$114K	Hold	1,249	–	–	0.01%	300
2022 Q4	$106K	Sell	1,249 -1,392	-53%	-$117K	0.01%	295
2022 Q3	$206K	Sell	2,641 -6,658	-72%	-$575K	0.02%	261
2022 Q2	$780K	Buy	9,299 +6,723	+261%	+$612K	0.08%	156
2022 Q1	$257K	Sell	2,576 -2,511	-49%	-$250K	0.02%	250
2021 Q4	$538K	Sell	5,087 -1,501	-23%	-$157K	0.05%	190
2021 Q3	$658K	Sell	6,588 -1	-0%	-$103	0.06%	161
2021 Q2	$667K	Sell	6,589 -3,257	-33%	-$325K	0.06%	159
2021 Q1	$937K	Sell	9,846 -162	-2%	-$15.2K	0.1%	130
2020 Q4	$908K	Sell	10,008 -9,781	-49%	-$835K	0.1%	122
2020 Q3	$1.58M	Sell	19,789 -2,504	-11%	-$198K	0.22%	80
2020 Q2	$1.64M	Sell	22,293 -4,078	-15%	-$285K	0.24%	74
2020 Q1	$1.65M	Sell	26,371 -172	-0.6%	-$12.7K	0.29%	66
2019 Q4	$2.1M	Sell	26,543 -1,419	-5%	-$108K	0.35%	55
2019 Q3	$2.06M	Sell	27,962 -1,334	-5%	-$97.8K	0.37%	50
2019 Q2	$2.16M	Sell	29,296 -8,329	-22%	-$607K	0.4%	46
2019 Q1	$2.71M	Sell	37,625 -15,585	-29%	-$1.08M	0.53%	39
2018 Q4	$3.41M	Buy	53,210 +16,044	+43%	+$1.1M	0.78%	29
2018 Q3	$2.76M	Buy	37,166 +3,991	+12%	+$292K	0.63%	34
2018 Q2	$2.36M	Buy	33,175 +4,098	+14%	+$297K	0.63%	35
2018 Q1	$2.08M	Buy	+29,077	New	+$2.14M	0.6%	38

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

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

FAS Wealth Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.36% in Q2 2026, selling an estimated $1.22K and leaving 2,196 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #281.

FAS Wealth Partners first reported a position in ACWI in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.41M in Q4 2018. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

FAS Wealth Partners held 2,196 shares of iShares MSCI ACWI ETF worth $345K as of Q2 2026.
FAS Wealth Partners sold 8 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.22K.
iShares MSCI ACWI ETF made up 0.02% of FAS Wealth Partners's portfolio in Q2 2026, its #281 holding.
FAS Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q1 2018 and has held it in 34 quarters since.
FAS Wealth Partners's iShares MSCI ACWI ETF position peaked at $3.41M in Q4 2018.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.