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

Strategic 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
Q1 		$840K Hold
6,068
– – 0.36% 42
2025
Q4 		$859K Buy
6,068
+448
+8% +$62.9K 0.37% 39
2025
Q3 		$777K Hold
5,620
– – 0.36% 40
2025
Q2 		$723K Hold
5,620
– – 0.34% 41
2025
Q1 		$654K Hold
5,620
– – 0.34% 43
2024
Q4 		$660K Sell
5,620
-75
-1% -$9K 0.34% 41
2024
Q3 		$681K Sell
5,695
-50
-0.9% -$5.73K 0.35% 41
2024
Q2 		$646K Hold
5,745
– – 0.36% 42
2024
Q1 		$633K Hold
5,745
– – 0.35% 42
2023
Q4 		$585K Hold
5,745
– – 0.34% 41
2023
Q3 		$531K Hold
5,745
– – 0.32% 43
2023
Q2 		$551K Sell
5,745
-35
-0.6% -$3.25K 0.31% 44
2023
Q1 		$527K Sell
5,780
-525
-8% -$46.8K 0.32% 42
2022
Q4 		$535K Hold
6,305
– – 0.33% 39
2022
Q3 		$491K Buy
6,305
+438
+7% +$37.8K 0.31% 35
2022
Q2 		$492K Buy
5,867
+87
+2% +$7.92K 0.29% 40
2022
Q1 		$577K Hold
5,780
– – 0.29% 40
2021
Q4 		$611K Buy
5,780
+665
+13% +$69.5K 0.3% 42
2021
Q3 		$511K Hold
5,115
– – 0.27% 45
2021
Q2 		$518K Buy
5,115
+330
+7% +$32.9K 0.29% 43
2021
Q1 		$455K Hold
4,785
– – 0.27% 45
2020
Q4 		$434K Hold
4,785
– – 0.28% 44
2020
Q3 		$382K Hold
4,785
– – 0.3% 44
2020
Q2 		$353K Buy
+4,785
New +$334K 0.29% 44

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Strategic Financial Partners's ACWI Position: Q1 2026 in Review

Strategic Financial Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 6,068 shares worth $840K. The position accounts for 0.36% of the portfolio, ranked #42.

Strategic Financial Partners first reported a position in ACWI in Q2 2020 and has held it in 24 quarters since. The position peaked at $859K in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Strategic Financial Partners held 6,068 shares of iShares MSCI ACWI ETF worth $840K as of Q1 2026.
  • Strategic Financial Partners left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.36% of Strategic Financial Partners's portfolio in Q1 2026, its #42 holding.
  • Strategic Financial Partners first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 24 quarters since.
  • Strategic Financial Partners's iShares MSCI ACWI ETF position peaked at $859K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.