PWA
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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
Q3 		$18.9M Sell
119,307
-672
-0.6% -$107K 15.58% 1
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return

Portus Wealth Advisors's ACWI Position: Q3 2026 in Review

Portus Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.56% in Q3 2026, selling an estimated $107K and leaving 119,307 shares worth $18.9M. The position accounts for 15.58% of the portfolio, ranked #1.

Portus Wealth Advisors first reported a position in ACWI in Q3 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Portus Wealth Advisors held 119,307 shares of iShares MSCI ACWI ETF worth $18.9M as of Q3 2026.
  • Portus Wealth Advisors sold 672 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $107K.
  • iShares MSCI ACWI ETF made up 15.58% of Portus Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Portus Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.