Golden State Equity Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Golden State Equity 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	$37K	Sell	235 -73	-24%	-$11.2K	0.1%	122
2026 Q1	$42.7K	Buy	+308	New	+$44.3K	﹤0.01%	921
2024 Q3	–	Sell	-2,628	Closed	-$295K	–	816
2024 Q2	$295K	Buy	+2,628	New	+$289K	0.06%	324
2023 Q4	$271K	Sell	2,667 -55	-2%	-$5.26K	0.07%	303
2023 Q3	$251K	Buy	2,722 +454	+20%	+$43.6K	0.07%	283
2023 Q2	$218K	Buy	2,268 +9	+0.4%	+$835	0.06%	333
2023 Q1	$206K	Buy	+2,259	New	+$202K	0.11%	199
2022 Q1	$271K	Buy	2,711 +252	+10%	+$25.1K	0.14%	156
2021 Q4	$260K	Buy	2,459 +35	+1%	+$3.66K	0.13%	143
2021 Q3	$242K	Buy	2,424 +116	+5%	+$11.9K	0.1%	197
2021 Q2	$234K	Buy	2,308 +6	+0.3%	+$598	0.09%	213
2021 Q1	$219K	Hold	2,302	–	–	0.13%	156
2020 Q4	$208K	Buy	+2,302	New	+$197K	0.14%	162

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

Golden State Equity Partners's ACWI Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 24% in Q2 2026, selling an estimated $11.2K and leaving 235 shares worth $37K. The position accounts for 0.1% of the portfolio, ranked #122.

Golden State Equity Partners first reported a position in ACWI in Q4 2020 and has held it in 13 quarters since. The position peaked at $295K in Q2 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Golden State Equity Partners held 235 shares of iShares MSCI ACWI ETF worth $37K as of Q2 2026.
Golden State Equity Partners sold 73 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $11.2K.
iShares MSCI ACWI ETF made up 0.1% of Golden State Equity Partners's portfolio in Q2 2026, its #122 holding.
Golden State Equity Partners first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 13 quarters since.
Golden State Equity Partners's iShares MSCI ACWI ETF position peaked at $295K in Q2 2024.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.