Syntegra Private Wealth Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Syntegra Private Wealth Group’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	$688K	Hold	4,384	–	–	0.05%	89
2026 Q1	$607K	Hold	4,384	–	–	0.06%	88
2025 Q4	$620K	Hold	4,384	–	–	0.06%	86
2025 Q3	$606K	Hold	4,384	–	–	0.06%	85
2025 Q2	$564K	Hold	4,384	–	–	0.06%	83
2025 Q1	$510K	Hold	4,384	–	–	0.06%	81
2024 Q4	$515K	Sell	4,384 -43	-1%	-$5.16K	0.06%	76
2024 Q3	$529K	Sell	4,427 -138	-3%	-$15.8K	0.06%	75
2024 Q2	$513K	Sell	4,565 -70	-2%	-$7.69K	0.07%	69
2024 Q1	$510K	Sell	4,635 -267	-5%	-$28K	0.07%	69
2023 Q4	$499K	Hold	4,902	–	–	0.07%	63
2023 Q3	$453K	Hold	4,902	–	–	0.07%	70
2023 Q2	$470K	Sell	4,902 -52	-1%	-$4.83K	0.07%	70
2023 Q1	$452K	Hold	4,954	–	–	0.08%	73
2022 Q4	$420K	Buy	+4,954	New	+$417K	0.08%	67

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

Syntegra Private Wealth Group's ACWI Position: Q2 2026 in Review

Syntegra Private Wealth Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4,384 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #89.

Syntegra Private Wealth Group first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Syntegra Private Wealth Group held 4,384 shares of iShares MSCI ACWI ETF worth $688K as of Q2 2026.
Syntegra Private Wealth Group left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.05% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #89 holding.
Syntegra Private Wealth Group first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.