Rossmore Private Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Rossmore Private Capital’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	$481K	Buy	3,065 +165	+6%	+$25.2K	0.04%	217
2026 Q1	$401K	Hold	2,900	–	–	0.04%	224
2025 Q4	$410K	Hold	2,900	–	–	0.04%	218
2025 Q3	$401K	Hold	2,900	–	–	0.04%	202
2025 Q2	$373K	Hold	2,900	–	–	0.04%	205
2025 Q1	$338K	Hold	2,900	–	–	0.04%	205
2024 Q4	$341K	Hold	2,900	–	–	0.04%	198
2024 Q3	$347K	Hold	2,900	–	–	0.04%	202
2024 Q2	$326K	Hold	2,900	–	–	0.04%	195
2024 Q1	$319K	Hold	2,900	–	–	0.04%	202
2023 Q4	$295K	Hold	2,900	–	–	0.04%	200
2023 Q3	$268K	Hold	2,900	–	–	0.04%	199
2023 Q2	$278K	Hold	2,900	–	–	0.04%	202
2023 Q1	$264K	Hold	2,900	–	–	0.04%	203
2022 Q4	$246K	Sell	2,900 -225	-7%	-$18.9K	0.04%	205
2022 Q3	$243K	Hold	3,125	–	–	0.04%	199
2022 Q2	$262K	Hold	3,125	–	–	0.05%	196
2022 Q1	$312K	Hold	3,125	–	–	0.05%	184
2021 Q4	$331K	Hold	3,125	–	–	0.05%	186
2021 Q3	$312K	Hold	3,125	–	–	0.05%	191
2021 Q2	$316K	Hold	3,125	–	–	0.05%	183
2021 Q1	$297K	Hold	3,125	–	–	0.06%	176
2020 Q4	$284K	Hold	3,125	–	–	0.06%	175
2020 Q3	$250K	Hold	3,125	–	–	0.06%	166
2020 Q2	$230K	Buy	+3,125	New	+$218K	0.06%	158

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Rossmore Private Capital's ACWI Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 5.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,065 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #217.

Rossmore Private Capital first reported a position in ACWI in Q2 2020 and has held it in 25 quarters since. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Rossmore Private Capital held 3,065 shares of iShares MSCI ACWI ETF worth $481K as of Q2 2026.
Rossmore Private Capital bought 165 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $25.2K.
iShares MSCI ACWI ETF made up 0.04% of Rossmore Private Capital's portfolio in Q2 2026, its #217 holding.
Rossmore Private Capital first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 25 quarters since.
350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.