ORG Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

ORG Wealth 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	–	Sell	-179	Closed	-$28.1K	–	2537
2026 Q2	$28.1K	Buy	+179	New	+$27.3K	﹤0.01%	408
2025 Q4	–	Sell	-55	Closed	-$7.6K	–	603
2025 Q3	$7.6K	Buy	+55	New	+$7.31K	﹤0.01%	489
2025 Q1	–	Sell	-703	Closed	-$82.6K	–	759
2024 Q4	$82.6K	Buy	+703	New	+$84.4K	0.03%	196

Other funds holding ACWI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $61.1B AUM 31.26% 1-Year Est. Return

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

Copos Capital Luxembourg $936M AUM

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

Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

ORG Wealth Partners's ACWI Position: Q3 2026 in Review

ORG Wealth Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2026, closing a stake of 179 shares — an estimated $28.1K sold.

ORG Wealth Partners first reported a position in ACWI in Q4 2024 and held it in 3 quarters. The position peaked at $82.6K in Q4 2024. 720 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

ORG Wealth Partners reported no remaining iShares MSCI ACWI ETF position as of Q3 2026 after selling out during the quarter.
ORG Wealth Partners sold 179 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $28.1K.
ORG Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2024 and held it in 3 quarters.
ORG Wealth Partners's iShares MSCI ACWI ETF position peaked at $82.6K in Q4 2024.
720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.