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 Q3	$333K	Hold	2,096	–	–	0.1%	138
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Traveka Wealth's ACWI Position: Q3 2026 in Review

Traveka Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 2,096 shares worth $333K. The position accounts for 0.1% of the portfolio, ranked #138.

Traveka Wealth first reported a position in ACWI in Q4 2023 and has held it in 12 quarters since. 353 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Traveka Wealth held 2,096 shares of iShares MSCI ACWI ETF worth $333K as of Q3 2026.
Traveka Wealth left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.1% of Traveka Wealth's portfolio in Q3 2026, its #138 holding.
Traveka Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 12 quarters since.
353 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.