ACA
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Atlas Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atlas Capital Advisors’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
2025
Q2 		$1.58M Buy
12,285
+45
+0.4% +$5.39K 0.19% 97
2025
Q1 		$1.42M Buy
12,240
+600
+5% +$71.9K 0.18% 105
2024
Q4 		$1.37M Sell
11,640
-639
-5% -$76.7K 0.17% 100
2024
Q3 		$1.47M Buy
12,279
+1,918
+19% +$220K 0.22% 92
2024
Q2 		$1.16M Buy
10,361
+2,787
+37% +$306K 0.15% 110
2024
Q1 		$834K Buy
7,574
+2,118
+39% +$222K 0.13% 143
2023
Q4 		$555K Sell
5,456
-510
-9% -$48.8K 0.08% 208
2023
Q3 		$551K Buy
5,966
+613
+11% +$58.8K 0.09% 175
2023
Q2 		$514K Hold
5,353
– – 0.08% 200
2023
Q1 		$488K Sell
5,353
-200
-4% -$17.8K 0.08% 199
2022
Q4 		$471K Sell
5,553
-300
-5% -$25.3K 0.08% 194
2022
Q3 		$456K Buy
5,853
+1,000
+21% +$86.4K 0.08% 198
2022
Q2 		$407K Sell
4,853
-730
-13% -$66.4K 0.07% 224
2022
Q1 		$557K Buy
5,583
+300
+6% +$29.9K 0.09% 204
2021
Q4 		$559K Buy
5,283
+785
+17% +$82K 0.08% 199
2021
Q3 		$449K Hold
4,498
– – 0.07% 217
2021
Q2 		$455K Buy
4,498
+1,327
+42% +$132K 0.08% 228
2021
Q1 		$302K Buy
3,171
+1,271
+67% +$119K 0.06% 269
2020
Q4 		$172K Buy
+1,900
New +$162K 0.04% 321
2020
Q3 		– Sell
-7
Closed -$516 – 310
2020
Q2 		$516 Sell
7
-144
-95% -$10K ﹤0.01% 661
2020
Q1 		$9.45K Hold
151
– – ﹤0.01% 585
2019
Q4 		$12K Hold
151
– – ﹤0.01% 576
2019
Q3 		$11.1K Hold
151
– – ﹤0.01% 569
2019
Q2 		$11.1K Buy
+151
New +$11K ﹤0.01% 591

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Atlas Capital Advisors's ACWI Position: Q2 2025 in Review

Atlas Capital Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.37% in Q2 2025, buying an estimated $5.39K and bringing the position to 12,285 shares worth $1.58M. The position accounts for 0.19% of the portfolio, ranked #97.

Atlas Capital Advisors first reported a position in ACWI in Q2 2019 and has held it in 24 quarters since. 712 funds tracked by Wall St. Rank hold ACWI as of Q2 2025.

  • Atlas Capital Advisors held 12,285 shares of iShares MSCI ACWI ETF worth $1.58M as of Q2 2025.
  • Atlas Capital Advisors bought 45 iShares MSCI ACWI ETF shares in Q2 2025, an estimated $5.39K.
  • iShares MSCI ACWI ETF made up 0.19% of Atlas Capital Advisors's portfolio in Q2 2025, its #97 holding.
  • Atlas Capital Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2019 and has held it in 24 quarters since.
  • 712 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.