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

TFO 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 		$1.62M Hold
11,718
– – 0.22% 33
2025
Q4 		$1.66M Buy
11,718
+102
+0.9% +$14.3K 0.25% 28
2025
Q3 		$1.61M Hold
11,616
– – 0.26% 26
2025
Q2 		$1.49M Buy
11,616
+89
+0.8% +$10.7K 0.26% 25
2025
Q1 		$1.34M Buy
+11,527
New +$1.38M 0.27% 21
2024
Q4 		– Sell
-11,424
Closed -$1.37M – 12
2024
Q3 		$1.37M Hold
11,424
– – 0.25% 22
2024
Q2 		$1.28M Buy
11,424
+95
+0.8% +$10.4K 0.25% 21
2024
Q1 		$1.25M Hold
11,329
– – 0.24% 21
2023
Q4 		$1.15M Buy
11,329
+106
+0.9% +$10.1K 0.23% 21
2023
Q3 		$1.08M Hold
11,223
– – 0.23% 24
2023
Q2 		$1.08M Buy
11,223
+111
+1% +$10.3K 0.23% 22
2023
Q1 		$1.01M Buy
11,112
+10,847
+4,093% +$968K 0.22% 22
2022
Q4 		$28.6K Sell
265
-10,759
-98% -$906K 0.01% 70
2022
Q3 		$858K Sell
11,024
-3,988
-27% -$345K 0.21% 22
2022
Q2 		$1.26M Buy
15,012
+154
+1% +$14K 0.28% 20
2022
Q1 		$1.48M Buy
14,858
+80
+0.5% +$7.97K 0.29% 18
2021
Q4 		$1.53M Hold
14,778
– – 0.29% 17
2021
Q3 		$1.48M Sell
14,778
-770
-5% -$79K 0.29% 17
2021
Q2 		$1.58M Buy
15,548
+59
+0.4% +$5.88K 0.31% 15
2021
Q1 		$1.47M Sell
15,489
-11,038
-42% -$1.04M 0.44% 13
2020
Q4 		$2.41M Buy
26,527
+149
+0.6% +$12.7K 0.77% 13
2020
Q3 		$2.11M Sell
26,378
-6,301
-19% -$499K 0.81% 11
2020
Q2 		$2.41M Sell
32,679
-18,217
-36% -$1.27M 0.95% 11
2020
Q1 		$3.18M Buy
50,896
+7,027
+16% +$521K 1.37% 7
2019
Q4 		$3.48M Buy
+43,869
New +$3.35M 3.2% 7

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

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

TFO Wealth Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 11,718 shares worth $1.62M. The position accounts for 0.22% of the portfolio, ranked #33.

TFO Wealth Partners first reported a position in ACWI in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.48M in Q4 2019. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • TFO Wealth Partners held 11,718 shares of iShares MSCI ACWI ETF worth $1.62M as of Q1 2026.
  • TFO Wealth Partners left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.22% of TFO Wealth Partners's portfolio in Q1 2026, its #33 holding.
  • TFO Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 25 quarters since.
  • TFO Wealth Partners's iShares MSCI ACWI ETF position peaked at $3.48M in Q4 2019.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.