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
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 $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return