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 Q2	$3.5M	Buy	22,287 +16,219	+267%	+$2.48M	1.32%	22
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 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

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

Strategic Financial Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 267% in Q2 2026, buying an estimated $2.48M and bringing the position to 22,287 shares worth $3.5M. The position accounts for 1.32% of the portfolio, ranked #22.

Strategic Financial Partners first reported a position in ACWI in Q2 2020 and has held it in 25 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Strategic Financial Partners held 22,287 shares of iShares MSCI ACWI ETF worth $3.5M as of Q2 2026.
Strategic Financial Partners bought 16,219 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.48M.
iShares MSCI ACWI ETF made up 1.32% of Strategic Financial Partners's portfolio in Q2 2026, its #22 holding.
Strategic Financial Partners first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 25 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.