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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
Q3 		$5.22M Hold
32,910
– – 1.17% 17
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 		$2.16M 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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Intergy Private Wealth's ACWI Position: Q3 2026 in Review

Intergy Private Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 32,910 shares worth $5.22M. The position accounts for 1.17% of the portfolio, ranked #17.

Intergy Private Wealth first reported a position in ACWI in Q2 2022 and has held it in 18 quarters since. 145 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Intergy Private Wealth held 32,910 shares of iShares MSCI ACWI ETF worth $5.22M as of Q3 2026.
  • Intergy Private Wealth left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 1.17% of Intergy Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Intergy Private Wealth first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 18 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.