Elevate Wealth Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Elevate Wealth Advisory’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 Q3	$67.3K	Buy	+424	New	+$67.4K	0.03%	104

Other funds holding ACWI

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Elevate Wealth Advisory's ACWI Position: Q3 2026 in Review

Elevate Wealth Advisory opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2026: 424 shares worth $67.3K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings.

307 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Elevate Wealth Advisory held 424 shares of iShares MSCI ACWI ETF worth $67.3K as of Q3 2026.
iShares MSCI ACWI ETF was a new Elevate Wealth Advisory position in Q3 2026.
iShares MSCI ACWI ETF made up 0.03% of Elevate Wealth Advisory's portfolio in Q3 2026, its #104 holding.
307 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Elevate Wealth Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.