AT
ACWI icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

American Trust's ACWI Position: Q1 2026 in Review

American Trust reduced its iShares MSCI ACWI ETF (ACWI) stake by 22% in Q1 2026, selling an estimated $128K and leaving 3,134 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #176.

American Trust first reported a position in ACWI in Q4 2021 and has held it in 14 quarters since. The position peaked at $922K in Q2 2023. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • American Trust held 3,134 shares of iShares MSCI ACWI ETF worth $434K as of Q1 2026.
  • American Trust sold 888 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $128K.
  • iShares MSCI ACWI ETF made up 0.04% of American Trust's portfolio in Q1 2026, its #176 holding.
  • American Trust first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 14 quarters since.
  • American Trust's iShares MSCI ACWI ETF position peaked at $922K in Q2 2023.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.