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Meridian Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Meridian Financial 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 		– Sell
-1,913
Closed -$268K – 120
2026
Q1 		$268K Buy
1,913
+495
+35% +$71.2K 0.1% 103
2025
Q4 		$204K Buy
+1,418
New +$199K 0.08% 116

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

Meridian Financial Partners's ACWI Position: Q2 2026 in Review

Meridian Financial Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 1,913 shares — an estimated $268K sold.

Meridian Financial Partners first reported a position in ACWI in Q4 2025 and held it in 2 quarters. The position peaked at $268K in Q1 2026. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Meridian Financial Partners reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • Meridian Financial Partners sold 1,913 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $268K.
  • Meridian Financial Partners first reported a position in iShares MSCI ACWI ETF in Q4 2025 and held it in 2 quarters.
  • Meridian Financial Partners's iShares MSCI ACWI ETF position peaked at $268K in Q1 2026.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.