RWA Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

RWA Wealth 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 Q1	$1.64M	Sell	11,840 -726	-6%	-$104K	0.02%	280
2025 Q4	$1.78M	Sell	12,566 -121	-1%	-$17K	0.02%	273
2025 Q3	$1.75M	Sell	12,687 -1,869	-13%	-$248K	0.02%	268
2025 Q2	$1.87M	Buy	14,556 +146	+1%	+$17.5K	0.02%	256
2025 Q1	$1.68M	Sell	14,410 -1,269	-8%	-$152K	0.02%	262
2024 Q4	$1.84M	Buy	15,679 +231	+1%	+$27.7K	0.02%	258
2024 Q3	$1.85M	Buy	15,448 +376	+2%	+$43.1K	0.02%	259
2024 Q2	$1.69M	Sell	15,072 -161	-1%	-$17.7K	0.02%	251
2024 Q1	$1.68M	Sell	15,233 -2,445	-14%	-$257K	0.02%	254
2023 Q4	$1.8M	Buy	+17,678	New	+$1.69M	0.03%	240
2019 Q1	–	Sell	-7,040	Closed	-$452K	–	230
2018 Q4	$452K	Buy	+7,040	New	+$483K	0.06%	154
2018 Q3	–	Sell	-183	Closed	-$13K	–	234
2018 Q2	$13K	Buy	+183	New	+$13.3K	﹤0.01%	583

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

RWA Wealth Partners's ACWI Position: Q1 2026 in Review

RWA Wealth Partners reduced its iShares MSCI ACWI ETF (ACWI) stake by 5.8% in Q1 2026, selling an estimated $104K and leaving 11,840 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #280.

RWA Wealth Partners first reported a position in ACWI in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.87M in Q2 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

RWA Wealth Partners held 11,840 shares of iShares MSCI ACWI ETF worth $1.64M as of Q1 2026.
RWA Wealth Partners sold 726 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $104K.
iShares MSCI ACWI ETF made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #280 holding.
RWA Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q2 2018 and has held it in 12 quarters since.
RWA Wealth Partners's iShares MSCI ACWI ETF position peaked at $1.87M in Q2 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.