IPW
ACWI icon

Intergy Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Intergy Private 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 		$5.17M Buy
32,910
+1
+0% +$153 1.19% 17
2026
Q1 		$4.55M Hold
32,909
– – 1.34% 16
2025
Q4 		$4.66M Buy
32,909
+2
+0% +$281 1.4% 17
2025
Q3 		$4.55M Sell
32,907
-319
-1% -$42.4K 1.42% 17
2025
Q2 		$4.27M Buy
33,226
+1
+0% +$120 1.46% 16
2025
Q1 		$3.87M Hold
33,225
– – 1.47% 16
2024
Q4 		$3.9M Buy
33,225
+1
+0% +$120 1.46% 16
2024
Q3 		$3.97M Sell
33,224
-513
-2% -$58.8K 1.51% 16
2024
Q2 		$3.79M Sell
33,737
-78
-0.2% -$8.57K 1.56% 16
2024
Q1 		$3.72M Hold
33,815
– – 1.53% 17
2023
Q4 		$3.44M Buy
33,815
+1,973
+6% +$189K 1.49% 17
2023
Q3 		$2.94M Hold
31,842
– – 1.47% 18
2023
Q2 		$3.05M Sell
31,842
-48
-0.2% -$4.46K 1.5% 17
2023
Q1 		$2.91M Sell
31,890
-122
-0.4% -$10.9K 1.63% 16
2022
Q4 		$2.72M Buy
32,012
+4,318
+16% +$363K 1.7% 16
2022
Q3 		$2.15M Buy
27,694
+18,557
+203% +$1.6M 1.53% 18
2022
Q2 		$767K Buy
+9,137
New +$832K 0.6% 27

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Intergy Private Wealth's ACWI Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 0% in Q2 2026, buying an estimated $153 and bringing the position to 32,910 shares worth $5.17M. The position accounts for 1.19% of the portfolio, ranked #17.

Intergy Private Wealth first reported a position in ACWI in Q2 2022 and has held it in 17 quarters since. 175 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Intergy Private Wealth held 32,910 shares of iShares MSCI ACWI ETF worth $5.17M as of Q2 2026.
  • Intergy Private Wealth bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up 1.19% of Intergy Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Intergy Private Wealth first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 17 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.