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 Q2	$358K	Buy	2,281 +135	+6%	+$20.6K	0.02%	196
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 $1.89T 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

Fort Point Capital Partners's ACWI Position: Q2 2026 in Review

Fort Point Capital Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 6.3% in Q2 2026, buying an estimated $20.6K and bringing the position to 2,281 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #196.

Fort Point Capital Partners first reported a position in ACWI in Q3 2020 and has held it in 16 quarters since. The position peaked at $19.2M in Q4 2021. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Fort Point Capital Partners held 2,281 shares of iShares MSCI ACWI ETF worth $358K as of Q2 2026.
Fort Point Capital Partners bought 135 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $20.6K.
iShares MSCI ACWI ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #196 holding.
Fort Point Capital Partners first reported a position in iShares MSCI ACWI ETF in Q3 2020 and has held it in 16 quarters since.
Fort Point Capital Partners's iShares MSCI ACWI ETF position peaked at $19.2M in Q4 2021.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.