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

Strategic 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 Q2	$157	Hold	1	–	–	﹤0.01%	1377
2026 Q1	$138	Hold	1	–	–	﹤0.01%	1392
2025 Q4	$141	Hold	1	–	–	﹤0.01%	1388
2025 Q3	$138	Hold	1	–	–	﹤0.01%	1278
2025 Q2	$129	Buy	+1	New	+$120	﹤0.01%	1106
2019 Q4	–	Sell	-102	Closed	-$7	–	138
2019 Q3	$7	Hold	102	–	–	﹤0.01%	605
2019 Q2	$7K	Sell	102 -500	-83%	-$36.5K	﹤0.01%	597
2019 Q1	$44K	Sell	602 -2	-0.3%	-$139	0.02%	252
2018 Q4	$42K	Buy	604 +104	+21%	+$7.14K	0.02%	247
2018 Q3	$37K	Hold	500	–	–	0.02%	253
2018 Q2	$36K	Hold	500	–	–	0.02%	285
2018 Q1	$36K	Hold	500	–	–	0.02%	277
2017 Q4	$36K	Buy	+500	New	+$35.4K	0.02%	246

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 Wealth Partners's ACWI Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1 share worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Strategic Wealth Partners first reported a position in ACWI in Q4 2017 and has held it in 13 quarters since. The position peaked at $44K in Q1 2019. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Strategic Wealth Partners held 1 share of iShares MSCI ACWI ETF worth $157 as of Q2 2026.
Strategic Wealth Partners left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1377 holding.
Strategic Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's iShares MSCI ACWI ETF position peaked at $44K in Q1 2019.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.