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iShares MSCI ACWI Index Fund shares owned by Portus Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Portus Wealth Advisors from 13F filings

Historical chart of Portus Wealth Advisors investment in iShares MSCI ACWI Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI Index Fund held by Portus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 113k 138.24

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
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Spdr Index Shs Fds Msci Acwi Exus (CWI)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
NVIDIA Corporation (NVDA)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

Top funds holding iShares MSCI ACWI Index Fund

Morgan Stanley
Phoenix Holdings
BlackRock
P/E Global
Sageworth Trust Company
Wells Fargo & Company
Pnc Financial Services
ICONIQ Capital
Jpmorgan Chase & Co
Sequoia Financial Advisors
Prudential
Allianz Asset Management
OVERSEA-CHINESE BANKING Corp
Capital Advisors
Bogart Wealth

View all funds holding iShares MSCI ACWI Index Fund