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 Q3	$299K	Sell	1,882 -1,881	-50%	-$299K	0.08%	57
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

One Advisory Partners's ACWI Position: Q3 2026 in Review

One Advisory Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 50% in Q3 2026, selling an estimated $299K and leaving 1,882 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #57.

One Advisory Partners first reported a position in ACWI in Q4 2022 and has held it in 16 quarters since. The position peaked at $591K in Q2 2026. 482 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

One Advisory Partners held 1,882 shares of iShares MSCI ACWI ETF worth $299K as of Q3 2026.
One Advisory Partners sold 1,881 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $299K.
iShares MSCI ACWI ETF made up 0.08% of One Advisory Partners's portfolio in Q3 2026, its #57 holding.
One Advisory Partners first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 16 quarters since.
One Advisory Partners's iShares MSCI ACWI ETF position peaked at $591K in Q2 2026.
482 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.