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Sava Infond’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sava Infond’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 		$7.45M Sell
47,450
-2,700
-5% -$412K 0.53% 36
2026
Q1 		$6.94M Buy
50,150
+200
+0.4% +$28.7K 0.98% 22
2025
Q4 		$7.07M Buy
49,950
+8,100
+19% +$1.14M 0.95% 22
2025
Q3 		$5.79M Buy
41,850
+8,400
+25% +$1.12M 0.82% 23
2025
Q2 		$4.3M Hold
33,450
– – 0.67% 32
2025
Q1 		$3.89M Hold
33,450
– – 0.74% 33
2024
Q4 		$3.93M Buy
+33,450
New +$4.01M 0.69% 31

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

Sava Infond's ACWI Position: Q2 2026 in Review

Sava Infond reduced its iShares MSCI ACWI ETF (ACWI) stake by 5.4% in Q2 2026, selling an estimated $412K and leaving 47,450 shares worth $7.45M. The position accounts for 0.53% of the portfolio, ranked #36.

Sava Infond first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Sava Infond held 47,450 shares of iShares MSCI ACWI ETF worth $7.45M as of Q2 2026.
  • Sava Infond sold 2,700 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $412K.
  • iShares MSCI ACWI ETF made up 0.53% of Sava Infond's portfolio in Q2 2026, its #36 holding.
  • Sava Infond first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.