Traveka Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Traveka 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	$329K	Hold	2,096	–	–	0.11%	127
2026 Q1	$290K	Hold	2,096	–	–	0.11%	130
2025 Q4	$297K	Hold	2,096	–	–	0.12%	131
2025 Q3	$290K	Hold	2,096	–	–	0.13%	121
2025 Q2	$270K	Hold	2,096	–	–	0.14%	108
2025 Q1	$244K	Hold	2,096	–	–	0.14%	119
2024 Q4	$246K	Hold	2,096	–	–	0.14%	112
2024 Q3	$251K	Hold	2,096	–	–	0.13%	105
2024 Q2	$236K	Hold	2,096	–	–	0.12%	108
2024 Q1	$231K	Hold	2,096	–	–	0.11%	110
2023 Q4	$213K	Buy	+2,096	New	+$201K	0.11%	112

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Traveka Wealth's ACWI Position: Q2 2026 in Review

Traveka Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,096 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #127.

Traveka Wealth first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 376 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Traveka Wealth held 2,096 shares of iShares MSCI ACWI ETF worth $329K as of Q2 2026.
Traveka Wealth left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.11% of Traveka Wealth's portfolio in Q2 2026, its #127 holding.
Traveka Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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