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Aventus Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Aventus Investment Advisors’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 		$471 Buy
3
+2
+200% +$306 ﹤0.01% 153
2026
Q1 		$138 Buy
+1
New +$144 ﹤0.01% 145

Other funds holding ACWI

PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Aventus Investment Advisors's ACWI Position: Q2 2026 in Review

Aventus Investment Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 200% in Q2 2026, buying an estimated $306 and bringing the position to 3 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Aventus Investment Advisors first reported a position in ACWI in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Aventus Investment Advisors held 3 shares of iShares MSCI ACWI ETF worth $471 as of Q2 2026.
  • Aventus Investment Advisors bought 2 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $306.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Aventus Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.