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 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 $1.89T 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

ORG Wealth Partners's ACWI Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 179 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in ACWI as recently as Q3 2025.

ORG Wealth Partners first reported a position in ACWI in Q4 2024 and has held it in 3 quarters since. The position peaked at $82.6K in Q4 2024. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

ORG Wealth Partners held 179 shares of iShares MSCI ACWI ETF worth $28.1K as of Q2 2026.
iShares MSCI ACWI ETF was a new ORG Wealth Partners position in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #408 holding.
ORG Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 3 quarters since.
ORG Wealth Partners's iShares MSCI ACWI ETF position peaked at $82.6K in Q4 2024.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.