Consultiva Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Consultiva Wealth Management’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	$107K	Buy	684 +119	+21%	+$18.2K	0.24%	60
2026 Q1	$78.2K	Hold	565	–	–	0.23%	70
2025 Q4	$79.9K	Hold	565	–	–	0.22%	66
2025 Q3	$78.1K	Hold	565	–	–	0.22%	74
2025 Q2	$72.7K	Buy	565 +75	+15%	+$8.99K	0.22%	77
2025 Q1	$57K	Buy	+490	New	+$58.7K	0.2%	83

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

Consultiva Wealth Management's ACWI Position: Q2 2026 in Review

Consultiva Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 21% in Q2 2026, buying an estimated $18.2K and bringing the position to 684 shares worth $107K. The position accounts for 0.24% of the portfolio, ranked #60.

Consultiva Wealth Management first reported a position in ACWI in Q1 2025 and has held it in 6 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Consultiva Wealth Management held 684 shares of iShares MSCI ACWI ETF worth $107K as of Q2 2026.
Consultiva Wealth Management bought 119 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $18.2K.
iShares MSCI ACWI ETF made up 0.24% of Consultiva Wealth Management's portfolio in Q2 2026, its #60 holding.
Consultiva Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 6 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.