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Root Financial Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Root Financial 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 		– Sell
-216
Closed -$29.9K – 445
2026
Q1 		$29.9K Hold
216
– – ﹤0.01% 1121
2025
Q4 		$30.6K Buy
216
+213
+7,100% +$29.9K ﹤0.01% 936
2025
Q3 		$419 Buy
+3
New +$398 ﹤0.01% 2162

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Root Financial Partners's ACWI Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 216 shares — an estimated $29.9K sold.

Root Financial Partners first reported a position in ACWI in Q3 2025 and held it in 3 quarters. The position peaked at $30.6K in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 216 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $29.9K.
  • Root Financial Partners first reported a position in iShares MSCI ACWI ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares MSCI ACWI ETF position peaked at $30.6K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.