Root Financial Partners
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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
Q3 		$55.3K Buy
+348
New +$55.3K ﹤0.01% 1031
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 $1.96T AUM 27.49% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $61.1B AUM 31.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
CC
Copos Capital Luxembourg $936M AUM
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

Root Financial Partners's ACWI Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2026: 348 shares worth $55.3K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ACWI as recently as Q1 2026.

Root Financial Partners first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Root Financial Partners held 348 shares of iShares MSCI ACWI ETF worth $55.3K as of Q3 2026.
  • iShares MSCI ACWI ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1031 holding.
  • Root Financial Partners first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.