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 Q3	$2.43M	Sell	15,317 -200	-1%	-$31.8K	0.73%	14
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Roth Financial Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.3% in Q3 2026, selling an estimated $31.8K and leaving 15,317 shares worth $2.43M. The position accounts for 0.73% of the portfolio, ranked #14.

Roth Financial Partners first reported a position in ACWI in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.44M in Q2 2026. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Roth Financial Partners held 15,317 shares of iShares MSCI ACWI ETF worth $2.43M as of Q3 2026.
Roth Financial Partners sold 200 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $31.8K.
iShares MSCI ACWI ETF made up 0.73% of Roth Financial Partners's portfolio in Q3 2026, its #14 holding.
Roth Financial Partners first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 24 quarters since.
Roth Financial Partners's iShares MSCI ACWI ETF position peaked at $2.44M in Q2 2026.
33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.