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 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 $1.66T 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

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

Strategic Wealth Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 1 share worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Strategic Wealth Partners first reported a position in ACWI in Q4 2017 and has held it in 12 quarters since. The position peaked at $44K in Q1 2019. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Strategic Wealth Partners held 1 share of iShares MSCI ACWI ETF worth $138 as of Q1 2026.
Strategic Wealth Partners left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1392 holding.
Strategic Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's iShares MSCI ACWI ETF position peaked at $44K in Q1 2019.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.