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

Roth 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	$2.44M	Sell	15,517 -18	-0.1%	-$2.75K	0.72%	13
2026 Q1	$2.15M	Sell	15,535 -50	-0.3%	-$7.19K	0.73%	14
2025 Q4	$2.21M	Sell	15,585 -171	-1%	-$24K	0.73%	13
2025 Q3	$2.18M	Hold	15,756	–	–	0.73%	13
2025 Q2	$2.03M	Sell	15,756 -46	-0.3%	-$5.51K	0.73%	13
2025 Q1	$1.84M	Sell	15,802 -236	-1%	-$28.3K	0.73%	13
2024 Q4	$1.88M	Sell	16,038 -70	-0.4%	-$8.4K	0.75%	13
2024 Q3	$1.93M	Hold	16,108	–	–	0.77%	13
2024 Q2	$1.81M	Hold	16,108	–	–	0.78%	14
2024 Q1	$1.77M	Hold	16,108	–	–	0.79%	14
2023 Q4	$1.64M	Sell	16,108 -2,140	-12%	-$205K	0.84%	14
2023 Q3	$1.69M	Sell	18,248 -53	-0.3%	-$5.08K	1.05%	12
2023 Q2	$1.76M	Hold	18,301	–	–	1.1%	11
2023 Q1	$1.67M	Sell	18,301 -927	-5%	-$82.7K	1.11%	11
2022 Q4	$1.63M	Hold	19,228	–	–	1.18%	10
2022 Q3	$1.5M	Hold	19,228	–	–	1.2%	10
2022 Q2	$1.61M	Hold	19,228	–	–	1.29%	12
2022 Q1	$1.92M	Hold	19,228	–	–	1.39%	10
2021 Q4	$2.03M	Sell	19,228 -72	-0.4%	-$7.52K	1.45%	10
2021 Q3	$1.93M	Hold	19,300	–	–	1.5%	10
2021 Q2	$1.95M	Hold	19,300	–	–	1.5%	10
2021 Q1	$1.84M	Sell	19,300 -1,009	-5%	-$94.8K	1.52%	10
2020 Q4	$1.84M	Buy	+20,309	New	+$1.73M	1.82%	9

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

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

Roth Financial Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.12% in Q2 2026, selling an estimated $2.75K and leaving 15,517 shares worth $2.44M. The position accounts for 0.72% of the portfolio, ranked #13.

Roth Financial Partners first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Roth Financial Partners held 15,517 shares of iShares MSCI ACWI ETF worth $2.44M as of Q2 2026.
Roth Financial Partners sold 18 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.75K.
iShares MSCI ACWI ETF made up 0.72% of Roth Financial Partners's portfolio in Q2 2026, its #13 holding.
Roth Financial Partners first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.