HIW
ACWI icon

Holos Integrated Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Holos Integrated Wealth’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 		$17.5K Hold
112
– – 0.01% 221
2026
Q1 		$15.7K Buy
+112
New +$16.1K 0.01% 226

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
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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Holos Integrated Wealth's ACWI Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 112 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #221.

Holos Integrated Wealth first reported a position in ACWI in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Holos Integrated Wealth held 112 shares of iShares MSCI ACWI ETF worth $17.5K as of Q2 2026.
  • Holos Integrated Wealth left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #221 holding.
  • Holos Integrated Wealth first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.