Focus Partners Wealth
ACWI icon

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

Focus Partners Wealth’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 		$52.6M Buy
335,317
+41,947
+14% +$6.41M 0.05% 305
2026
Q1 		$40.6M Buy
293,370
+4,025
+1% +$579K 0.05% 335
2025
Q4 		$40.9M Buy
289,345
+114,189
+65% +$16M 0.05% 333
2025
Q3 		$24.2M Sell
175,156
-28,080
-14% -$3.73M 0.04% 357
2025
Q2 		$26.1M Sell
203,236
-9,590
-5% -$1.15M 0.06% 299
2025
Q1 		$24.8M Buy
212,826
+8,894
+4% +$1.07M 0.06% 283
2024
Q4 		$24M Buy
203,932
+9,568
+5% +$1.15M 0.06% 285
2024
Q3 		$23.2M Sell
194,364
-65,706
-25% -$7.53M 0.07% 265
2024
Q2 		$29.2M Buy
260,070
+134,443
+107% +$14.8M 0.1% 197
2024
Q1 		$13.8M Buy
125,627
+7,201
+6% +$756K 0.11% 178
2023
Q4 		$12.1M Buy
+118,426
New +$11.3M 0.16% 136

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Focus Partners Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 14% in Q2 2026, buying an estimated $6.41M and bringing the position to 335,317 shares worth $52.6M. The position accounts for 0.05% of the portfolio, ranked #305.

Focus Partners Wealth first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Focus Partners Wealth held 335,317 shares of iShares MSCI ACWI ETF worth $52.6M as of Q2 2026.
  • Focus Partners Wealth bought 41,947 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $6.41M.
  • iShares MSCI ACWI ETF made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #305 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.