Ritter Daniher Financial Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Ritter Daniher Financial Advisory’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	$227K	Hold	1,443	–	–	0.03%	155
2026 Q1	$200K	Hold	1,443	–	–	0.03%	158
2025 Q4	$204K	Hold	1,443	–	–	0.03%	164
2025 Q3	$199K	Hold	1,443	–	–	0.04%	163
2025 Q2	$186K	Buy	1,443 +248	+21%	+$29.7K	0.05%	97
2025 Q1	$139K	Hold	1,195	–	–	0.04%	100
2024 Q4	$140K	Hold	1,195	–	–	0.04%	101
2024 Q3	$143K	Hold	1,195	–	–	0.04%	99
2024 Q2	$134K	Hold	1,195	–	–	0.04%	94
2024 Q1	$132K	Hold	1,195	–	–	0.04%	100
2023 Q4	$122K	Buy	+1,195	New	+$114K	0.05%	102
2021 Q4	–	Sell	-165	Closed	-$16K	–	235
2021 Q3	$16K	Hold	165	–	–	0.01%	140
2021 Q2	$17K	Hold	165	–	–	0.01%	134
2021 Q1	$16K	Hold	165	–	–	0.01%	128
2020 Q4	$15K	Buy	+165	New	+$14.1K	0.01%	127

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

Ritter Daniher Financial Advisory's ACWI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,443 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #155.

Ritter Daniher Financial Advisory first reported a position in ACWI in Q4 2020 and has held it in 15 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Ritter Daniher Financial Advisory held 1,443 shares of iShares MSCI ACWI ETF worth $227K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #155 holding.
Ritter Daniher Financial Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 15 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.