Vontobel Holding
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Vontobel Holding’s iShares MSCI ACWI ETF ACWI Stock Holding History

Vontobel Holding’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 		$2.95M Buy
18,825
+11,386
+153% +$1.74M 0.01% 565
2026
Q1 		$1.03M Sell
7,439
-229
-3% -$32.9K ﹤0.01% 649
2025
Q4 		$1.08M Buy
+7,668
New +$1.08M ﹤0.01% 732
2024
Q2 		– Sell
-4,977
Closed -$548K – 1071
2024
Q1 		$548K Buy
+4,977
New +$523K ﹤0.01% 747

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vontobel Holding's ACWI Position: Q2 2026 in Review

Vontobel Holding increased its iShares MSCI ACWI ETF (ACWI) stake by 153% in Q2 2026, buying an estimated $1.74M and bringing the position to 18,825 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #565.

Vontobel Holding first reported a position in ACWI in Q1 2024 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Vontobel Holding held 18,825 shares of iShares MSCI ACWI ETF worth $2.95M as of Q2 2026.
  • Vontobel Holding bought 11,386 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.74M.
  • iShares MSCI ACWI ETF made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #565 holding.
  • Vontobel Holding first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 4 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.