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

Quotient 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	$673K	Buy	4,290 +316	+8%	+$48.3K	0.02%	169
2026 Q1	$550K	Sell	3,974 -66	-2%	-$9.49K	0.01%	182
2025 Q4	$572K	Sell	4,040 -36	-0.9%	-$5.05K	0.02%	172
2025 Q3	$564K	Sell	4,076 -245	-6%	-$32.5K	0.02%	176
2025 Q2	$556K	Sell	4,321 -334	-7%	-$40K	0.02%	170
2025 Q1	$542K	Sell	4,655 -270	-5%	-$32.3K	0.02%	167
2024 Q4	$579K	Sell	4,925 -631	-11%	-$75.7K	0.02%	152
2024 Q3	$664K	Sell	5,556 -560	-9%	-$64.2K	0.02%	147
2024 Q2	$687K	Sell	6,116 -6,448	-51%	-$709K	0.02%	131
2024 Q1	$1.38M	Sell	12,564 -3,018	-19%	-$317K	0.05%	96
2023 Q4	$1.59M	Buy	+15,582	New	+$1.49M	0.06%	93

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

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

Quotient Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 8% in Q2 2026, buying an estimated $48.3K and bringing the position to 4,290 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #169.

Quotient Wealth Partners first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2023. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Quotient Wealth Partners held 4,290 shares of iShares MSCI ACWI ETF worth $673K as of Q2 2026.
Quotient Wealth Partners bought 316 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $48.3K.
iShares MSCI ACWI ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #169 holding.
Quotient Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's iShares MSCI ACWI ETF position peaked at $1.59M in Q4 2023.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.