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

Integrated Wealth Concepts’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	$920K	Buy	5,861 +903	+18%	+$138K	0.01%	1257
2026 Q1	$686K	Buy	+4,958	New	+$713K	0.01%	1345
2025 Q4	–	Sell	-3,751	Closed	-$519K	–	1611
2025 Q3	$519K	Hold	3,751	–	–	﹤0.01%	1318
2025 Q2	$482K	Buy	3,751 +785	+26%	+$94.1K	﹤0.01%	1298
2025 Q1	$345K	Sell	2,966 -94	-3%	-$11.3K	﹤0.01%	1326
2024 Q4	$360K	Buy	3,060 +207	+7%	+$24.8K	﹤0.01%	1275
2024 Q3	$341K	Hold	2,853	–	–	﹤0.01%	1258
2024 Q2	$321K	Hold	2,853	–	–	﹤0.01%	1281
2024 Q1	$314K	Hold	2,853	–	–	﹤0.01%	1300
2023 Q4	$290K	Buy	2,853 +4	+0.1%	+$383	﹤0.01%	1285
2023 Q3	$263K	Buy	2,849 +3	+0.1%	+$288	﹤0.01%	1289
2023 Q2	$273K	Buy	+2,846	New	+$264K	﹤0.01%	1269

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

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

Integrated Wealth Concepts increased its iShares MSCI ACWI ETF (ACWI) stake by 18% in Q2 2026, buying an estimated $138K and bringing the position to 5,861 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #1257.

Integrated Wealth Concepts first reported a position in ACWI in Q2 2023 and has held it in 12 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Integrated Wealth Concepts held 5,861 shares of iShares MSCI ACWI ETF worth $920K as of Q2 2026.
Integrated Wealth Concepts bought 903 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $138K.
iShares MSCI ACWI ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1257 holding.
Integrated Wealth Concepts first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 12 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.