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American Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

American Trust’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 		$504K Buy
3,210
+76
+2% +$11.6K 0.04% 169
2026
Q1 		$434K Sell
3,134
-888
-22% -$128K 0.04% 176
2025
Q4 		$569K Buy
4,022
+12
+0.3% +$1.68K 0.05% 155
2025
Q3 		$554K Buy
4,010
+97
+2% +$12.9K 0.05% 163
2025
Q2 		$503K Buy
+3,913
New +$469K 0.05% 158
2025
Q1 		– Sell
-3,770
Closed -$443K – 123
2024
Q4 		$443K Buy
+3,770
New +$452K 0.03% 179
2024
Q2 		– Sell
-6,660
Closed -$733K – 245
2024
Q1 		$733K Sell
6,660
-259
-4% -$27.2K 0.06% 119
2023
Q4 		$704K Buy
6,919
+1,096
+19% +$105K 0.05% 114
2023
Q3 		$538K Sell
5,823
-3,787
-39% -$363K 0.04% 149
2023
Q2 		$922K Buy
9,610
+308
+3% +$28.6K 0.06% 142
2023
Q1 		$861K Buy
+9,302
New +$830K 0.06% 146
2022
Q4 		– Sell
-9,515
Closed -$741K – 436
2022
Q3 		$741K Buy
9,515
+470
+5% +$40.6K 0.06% 146
2022
Q2 		$759K Buy
9,045
+378
+4% +$34.4K 0.06% 158
2022
Q1 		$865K Buy
8,667
+1,773
+26% +$177K 0.06% 167
2021
Q4 		$729K Buy
+6,894
New +$720K 0.06% 127

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

American Trust's ACWI Position: Q2 2026 in Review

American Trust increased its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,210 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #169.

American Trust first reported a position in ACWI in Q4 2021 and has held it in 15 quarters since. The position peaked at $922K in Q2 2023. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • American Trust held 3,210 shares of iShares MSCI ACWI ETF worth $504K as of Q2 2026.
  • American Trust bought 76 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $11.6K.
  • iShares MSCI ACWI ETF made up 0.04% of American Trust's portfolio in Q2 2026, its #169 holding.
  • American Trust first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 15 quarters since.
  • American Trust's iShares MSCI ACWI ETF position peaked at $922K in Q2 2023.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.