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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
Q2 		$1.85M Buy
11,793
+75
+0.6% +$11.5K 0.2% 31
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 $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TFO Wealth Partners's ACWI Position: Q2 2026 in Review

TFO Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 0.64% in Q2 2026, buying an estimated $11.5K and bringing the position to 11,793 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #31.

TFO Wealth Partners first reported a position in ACWI in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.48M in Q4 2019. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • TFO Wealth Partners held 11,793 shares of iShares MSCI ACWI ETF worth $1.85M as of Q2 2026.
  • TFO Wealth Partners bought 75 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $11.5K.
  • iShares MSCI ACWI ETF made up 0.2% of TFO Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • TFO Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
  • TFO Wealth Partners's iShares MSCI ACWI ETF position peaked at $3.48M in Q4 2019.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.