Wealthcare Advisory Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealthcare Advisory 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	$216K	Buy	+1,374	New	+$210K	﹤0.01%	1016
2024 Q3	–	Sell	-1,848	Closed	-$208K	–	873
2024 Q2	$208K	Buy	+1,848	New	+$203K	0.01%	780
2024 Q1	–	Sell	-4,281	Closed	-$436K	–	799
2023 Q4	$436K	Sell	4,281 -486	-10%	-$46.5K	0.02%	509
2023 Q3	$440K	Sell	4,767 -625	-12%	-$60K	0.02%	464
2023 Q2	$517K	Sell	5,392 -569	-10%	-$52.8K	0.02%	441
2023 Q1	$543K	Buy	5,961 +1,657	+38%	+$148K	0.02%	435
2022 Q4	$365K	Buy	+4,304	New	+$362K	0.02%	491
2021 Q2	–	Sell	-307	Closed	-$29K	–	563
2021 Q1	$29K	Buy	+307	New	+$28.8K	﹤0.01%	1069
2020 Q2	–	Sell	-196	Closed	-$12K	–	329
2020 Q1	$12K	Buy	196 +103	+111%	+$7.63K	﹤0.01%	863
2019 Q4	$7K	Sell	93 -130	-58%	-$9.94K	﹤0.01%	1020
2019 Q3	$16K	Buy	223 +130	+140%	+$9.53K	﹤0.01%	801
2019 Q2	$7K	Hold	93	–	–	﹤0.01%	973
2019 Q1	$7K	Hold	93	–	–	﹤0.01%	885
2018 Q4	$6K	Hold	93	–	–	﹤0.01%	882
2018 Q3	$7K	Hold	93	–	–	﹤0.01%	920
2018 Q2	$7K	Hold	93	–	–	﹤0.01%	913
2018 Q1	$7K	Hold	93	–	–	﹤0.01%	784
2017 Q4	$7K	Hold	93	–	–	﹤0.01%	730
2017 Q3	$6K	Buy	+93	New	+$6.25K	﹤0.01%	612

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

Wealthcare Advisory Partners's ACWI Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,374 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in ACWI as recently as Q2 2024.

Wealthcare Advisory Partners first reported a position in ACWI in Q3 2017 and has held it in 19 quarters since. The position peaked at $543K in Q1 2023. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Wealthcare Advisory Partners held 1,374 shares of iShares MSCI ACWI ETF worth $216K as of Q2 2026.
iShares MSCI ACWI ETF was a new Wealthcare Advisory Partners position in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1016 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI ACWI ETF in Q3 2017 and has held it in 19 quarters since.
Wealthcare Advisory Partners's iShares MSCI ACWI ETF position peaked at $543K in Q1 2023.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.