Fort Point Capital Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Fort Point Capital 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 Q1	$297K	Hold	2,146	–	–	0.04%	186
2025 Q4	$311K	Hold	2,146	–	–	0.03%	193
2025 Q3	$297K	Buy	+2,146	New	+$285K	0.03%	186
2023 Q3	–	Sell	-101,650	Closed	-$9.75M	–	286
2023 Q2	$9.75M	Sell	101,650 -78,890	-44%	-$7.32M	1.38%	17
2023 Q1	$16.5M	Hold	180,540	–	–	2.5%	8
2022 Q4	$15.3M	Hold	180,540	–	–	2.39%	10
2022 Q3	$14.1M	Hold	180,540	–	–	2.34%	8
2022 Q2	$15.1M	Sell	180,540 -1,036	-0.6%	-$94.3K	2.47%	5
2022 Q1	$18.1M	Buy	181,576 +29	+0%	+$2.89K	2.53%	6
2021 Q4	$19.2M	Hold	181,547	–	–	2.58%	8
2021 Q3	$18.1M	Buy	181,547 +400	+0.2%	+$41.1K	2.72%	9
2021 Q2	$18.3M	Hold	181,147	–	–	3.36%	4
2021 Q1	$17.2M	Hold	181,147	–	–	3.7%	4
2020 Q4	$16.4M	Buy	181,147 +101,650	+128%	+$8.68M	3.77%	6
2020 Q3	$6.35M	Buy	+79,497	New	+$6.3M	1.6%	15

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Fort Point Capital Partners's ACWI Position: Q1 2026 in Review

Fort Point Capital Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 2,146 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #186.

Fort Point Capital Partners first reported a position in ACWI in Q3 2020 and has held it in 15 quarters since. The position peaked at $19.2M in Q4 2021. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Fort Point Capital Partners held 2,146 shares of iShares MSCI ACWI ETF worth $297K as of Q1 2026.
Fort Point Capital Partners left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #186 holding.
Fort Point Capital Partners first reported a position in iShares MSCI ACWI ETF in Q3 2020 and has held it in 15 quarters since.
Fort Point Capital Partners's iShares MSCI ACWI ETF position peaked at $19.2M in Q4 2021.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.