Portus Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Portus Wealth Advisors’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	$18.8M	Buy	119,979 +2,466	+2%	+$377K	15.5%	1
2026 Q1	$16.3M	Buy	117,513 +1,660	+1%	+$239K	15.31%	1
2025 Q4	$16.4M	Buy	115,853 +2,566	+2%	+$360K	15.47%	1
2025 Q3	$15.7M	Buy	+113,287	New	+$15M	15.62%	1

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

Portus Wealth Advisors's ACWI Position: Q2 2026 in Review

Portus Wealth Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 2.1% in Q2 2026, buying an estimated $377K and bringing the position to 119,979 shares worth $18.8M. The position accounts for 15.5% of the portfolio, ranked #1.

Portus Wealth Advisors first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Portus Wealth Advisors held 119,979 shares of iShares MSCI ACWI ETF worth $18.8M as of Q2 2026.
Portus Wealth Advisors bought 2,466 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $377K.
iShares MSCI ACWI ETF made up 15.5% of Portus Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Portus Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.