XP Advisory US, Inc.’s iShares MSCI ACWI ETF ACWI Stock Holding History

XP Advisory US, Inc.’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	$1.12M	Buy	+7,155	New	+$1.09M	0.62%	9

Other funds holding ACWI

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

XP Advisory US, Inc.'s ACWI Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 7,155 shares worth $1.12M. The stake represents 0.62% of the portfolio and ranks #9 among its holdings.

350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

XP Advisory US, Inc. held 7,155 shares of iShares MSCI ACWI ETF worth $1.12M as of Q2 2026.
iShares MSCI ACWI ETF was a new XP Advisory US, Inc. position in Q2 2026.
iShares MSCI ACWI ETF made up 0.62% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #9 holding.
350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.