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

Stratos 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 		$6.7M Buy
48,398
+4,251
+10% +$611K 0.08% 271
2025
Q4 		$6.25M Buy
44,147
+14,661
+50% +$2.06M 0.07% 282
2025
Q3 		$4.08M Buy
29,486
+18,341
+165% +$2.44M 0.05% 366
2025
Q2 		$1.43M Buy
11,145
+2,048
+23% +$246K 0.02% 587
2025
Q1 		$1.06M Sell
9,097
-3,553
-28% -$426K 0.02% 637
2024
Q4 		$1.49M Buy
12,650
+528
+4% +$63.4K 0.02% 553
2024
Q3 		$1.45M Sell
12,122
-452
-4% -$51.8K 0.02% 544
2024
Q2 		$1.41M Buy
12,574
+500
+4% +$55K 0.02% 543
2024
Q1 		$1.33M Sell
12,074
-2,976
-20% -$313K 0.02% 554
2023
Q4 		$1.53M Sell
15,050
-2,387
-14% -$228K 0.03% 485
2023
Q3 		$1.61M Sell
17,437
-3,888
-18% -$373K 0.03% 424
2023
Q2 		$2.05M Buy
21,325
+12,647
+146% +$1.17M 0.05% 350
2023
Q1 		$791K Sell
8,678
-17,152
-66% -$1.53M 0.02% 549
2022
Q4 		$2.19M Sell
25,830
-1,914
-7% -$161K 0.06% 330
2022
Q3 		$2.16M Buy
27,744
+9,200
+50% +$795K 0.06% 301
2022
Q2 		$1.56M Buy
18,544
+15,563
+522% +$1.42M 0.04% 373
2022
Q1 		$297K Buy
2,981
+1
+0% +$100 0.01% 988
2021
Q4 		$315K Buy
2,980
+58
+2% +$6.06K 0.01% 983
2021
Q3 		$292K Buy
2,922
+53
+2% +$5.44K 0.01% 950
2021
Q2 		$290K Sell
2,869
-3
-0.1% -$299 0.01% 982
2021
Q1 		$273K Sell
2,872
-233
-8% -$21.9K 0.01% 919
2020
Q4 		$282K Buy
3,105
+13
+0.4% +$1.11K 0.01% 867
2020
Q3 		$247K Sell
3,092
-360
-10% -$28.5K 0.01% 853
2020
Q2 		$255K Buy
3,452
+99
+3% +$6.91K 0.01% 814
2020
Q1 		$210K Buy
3,353
+555
+20% +$41.1K 0.01% 802
2019
Q4 		$222K Buy
2,798
+19
+0.7% +$1.45K 0.01% 872
2019
Q3 		$205K Buy
+2,779
New +$204K 0.01% 877
2018
Q4 		– Sell
-1,315
Closed -$98K – 885
2018
Q3 		$98K Buy
+1,315
New +$96.2K ﹤0.01% 1136
2018
Q2 		– Sell
-1,379
Closed -$99K – 982
2018
Q1 		$99K Sell
1,379
-67
-5% -$4.93K ﹤0.01% 1209
2017
Q4 		$104K Buy
+1,446
New +$102K ﹤0.01% 1169
2016
Q3 		– Sell
-4,470
Closed -$251K – 679
2016
Q2 		$251K Sell
4,470
-763
-15% -$43.1K 0.02% 501
2016
Q1 		$293K Sell
5,233
-1,454
-22% -$77.1K 0.03% 422
2015
Q4 		$373K Buy
+6,687
New +$382K 0.03% 369
2014
Q4 		– Sell
-5,913
Closed -$348K – 507
2014
Q3 		$348K Buy
+5,913
New +$356K 0.08% 205

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 $2.33B AUM 20.04% 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 $1.27B AUM 11.98% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 9.6% in Q1 2026, buying an estimated $611K and bringing the position to 48,398 shares worth $6.7M. The position accounts for 0.08% of the portfolio, ranked #271.

Stratos Wealth Partners first reported a position in ACWI in Q3 2014 and has held it in 34 quarters since. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Stratos Wealth Partners held 48,398 shares of iShares MSCI ACWI ETF worth $6.7M as of Q1 2026.
  • Stratos Wealth Partners bought 4,251 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $611K.
  • iShares MSCI ACWI ETF made up 0.08% of Stratos Wealth Partners's portfolio in Q1 2026, its #271 holding.
  • Stratos Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q3 2014 and has held it in 34 quarters since.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.