Orin Green Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Orin Green Financial’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	$639K	Buy	4,069 +424	+12%	+$64.8K	0.24%	52
2026 Q1	$504K	Buy	3,645 +771	+27%	+$111K	0.21%	55
2025 Q4	$407K	Buy	2,874 +324	+13%	+$45.5K	0.16%	58
2025 Q3	$353K	Hold	2,550	–	–	0.14%	59
2025 Q2	$328K	Hold	2,550	–	–	0.14%	60
2025 Q1	$279K	Buy	+2,550	New	+$306K	0.13%	60
2024 Q4	–	Sell	-2,759	Closed	-$331K	–	58
2024 Q3	$330K	Hold	2,759	–	–	0.14%	58
2024 Q2	$310K	Buy	+2,759	New	+$303K	0.14%	59
2024 Q1	–	Sell	-2,147	Closed	-$225K	–	68
2023 Q4	$219K	Buy	+2,147	New	+$205K	0.11%	69
2021 Q4	–	Sell	-2,250	Closed	-$225K	–	60
2021 Q3	$225K	Hold	2,250	–	–	0.16%	63
2021 Q2	$228K	Sell	2,250 -62	-3%	-$6.18K	0.16%	63
2021 Q1	$220K	Buy	+2,312	New	+$217K	0.18%	61

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

Orin Green Financial's ACWI Position: Q2 2026 in Review

Orin Green Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 12% in Q2 2026, buying an estimated $64.8K and bringing the position to 4,069 shares worth $639K. The position accounts for 0.24% of the portfolio, ranked #52.

Orin Green Financial first reported a position in ACWI in Q1 2021 and has held it in 12 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Orin Green Financial held 4,069 shares of iShares MSCI ACWI ETF worth $639K as of Q2 2026.
Orin Green Financial bought 424 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $64.8K.
iShares MSCI ACWI ETF made up 0.24% of Orin Green Financial's portfolio in Q2 2026, its #52 holding.
Orin Green Financial first reported a position in iShares MSCI ACWI ETF in Q1 2021 and has held it in 12 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.