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ACWI icon

&Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

&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
Q1 		$957K Sell
6,914
-101
-1% -$14.5K ﹤0.01% 1331
2025
Q4 		$993K Buy
7,015
+23
+0.3% +$3.23K 0.01% 1222
2025
Q3 		$967K Hold
6,992
– – 0.01% 1107
2025
Q2 		$899K Buy
6,992
+8
+0.1% +$959 0.01% 1034
2025
Q1 		$812K Buy
6,984
+1,504
+27% +$180K 0.01% 907
2024
Q4 		$649K Buy
+5,480
New +$658K 0.01% 953

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

&Partners's ACWI Position: Q1 2026 in Review

&Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.4% in Q1 2026, selling an estimated $14.5K and leaving 6,914 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

&Partners first reported a position in ACWI in Q4 2024 and has held it in 6 quarters since. The position peaked at $993K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • &Partners held 6,914 shares of iShares MSCI ACWI ETF worth $957K as of Q1 2026.
  • &Partners sold 101 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $14.5K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1331 holding.
  • &Partners first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
  • &Partners's iShares MSCI ACWI ETF position peaked at $993K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.