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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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. 842 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.
  • 842 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.