One Advisory Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

One Advisory 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	$591K	Hold	3,763	–	–	0.16%	39
2026 Q1	$521K	Hold	3,763	–	–	0.16%	41
2025 Q4	$532K	Hold	3,763	–	–	0.16%	43
2025 Q3	$519K	Hold	3,763	–	–	0.16%	44
2025 Q2	$496K	Buy	3,763 +29	+0.8%	+$3.48K	0.17%	40
2025 Q1	$435K	Sell	3,734 -182	-5%	-$21.8K	0.19%	36
2024 Q4	$460K	Sell	3,916 -50	-1%	-$6K	0.2%	30
2024 Q3	$474K	Hold	3,966	–	–	0.21%	29
2024 Q2	$446K	Hold	3,966	–	–	0.21%	31
2024 Q1	$437K	Sell	3,966 -392	-9%	-$41.2K	0.21%	32
2023 Q4	$444K	Sell	4,358 -169	-4%	-$16.2K	0.23%	31
2023 Q3	$418K	Hold	4,527	–	–	0.24%	33
2023 Q2	$434K	Hold	4,527	–	–	0.24%	32
2023 Q1	$413K	Buy	4,527 +1,374	+44%	+$123K	0.24%	32
2022 Q4	$268K	Buy	+3,153	New	+$265K	0.17%	42

Other funds holding ACWI

PEGL

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

One Advisory Partners's ACWI Position: Q2 2026 in Review

One Advisory Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 3,763 shares worth $591K. The position accounts for 0.16% of the portfolio, ranked #39.

One Advisory Partners first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

One Advisory Partners held 3,763 shares of iShares MSCI ACWI ETF worth $591K as of Q2 2026.
One Advisory Partners left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.16% of One Advisory Partners's portfolio in Q2 2026, its #39 holding.
One Advisory Partners first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.