Elevatus Welath Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Elevatus Welath 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	$315K	Hold	2,006	–	–	0.08%	177
2026 Q1	$278K	Hold	2,006	–	–	0.15%	108
2025 Q4	$284K	Hold	2,006	–	–	0.08%	122
2025 Q3	$277K	Hold	2,006	–	–	0.08%	104
2025 Q2	$258K	Hold	2,006	–	–	0.09%	93
2025 Q1	$233K	Hold	2,006	–	–	0.13%	88
2024 Q4	$236K	Hold	2,006	–	–	0.08%	88
2024 Q3	$240K	Hold	2,006	–	–	0.08%	85
2024 Q2	$225K	Hold	2,006	–	–	0.08%	94
2024 Q1	$221K	Hold	2,006	–	–	0.09%	87
2023 Q4	$204K	Buy	+2,006	New	+$192K	0.09%	89

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

Elevatus Welath Management's ACWI Position: Q2 2026 in Review

Elevatus Welath Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,006 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #177.

Elevatus Welath Management first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Elevatus Welath Management held 2,006 shares of iShares MSCI ACWI ETF worth $315K as of Q2 2026.
Elevatus Welath Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.08% of Elevatus Welath Management's portfolio in Q2 2026, its #177 holding.
Elevatus Welath Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.