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

Atlas Capital Advisors’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-335
Closed -$14.5K – 311
2020
Q2 		$14.5K Buy
335
+4
+1% +$163 ﹤0.01% 581
2020
Q1 		$12.5K Sell
331
-184
-36% -$8.27K ﹤0.01% 568
2019
Q4 		$25.3K Buy
515
+5
+1% +$238 0.01% 519
2019
Q3 		$23.5K Hold
510
– – 0.01% 517
2019
Q2 		$23.9K Buy
510
+35
+7% +$1.63K 0.01% 544
2019
Q1 		$22K Hold
475
– – 0.01% 476
2018
Q4 		$19.9K Buy
475
+2
+0.4% +$88 0.01% 466
2018
Q3 		$22.4K Hold
473
– – 0.01% 464
2018
Q2 		$22.6K Buy
473
+5
+1% +$248 0.01% 436
2018
Q1 		$23.2K Buy
+468
New +$23.8K 0.01% 439

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atlas Capital Advisors's ACWX Position: Q3 2020 in Review

Atlas Capital Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2020, closing a stake of 335 shares — an estimated $14.5K sold.

Atlas Capital Advisors first reported a position in ACWX in Q1 2018 and held it in 10 quarters. The position peaked at $25.3K in Q4 2019. 293 funds tracked by Wall St. Rank hold ACWX as of Q3 2020.

  • Atlas Capital Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2020 after selling out during the quarter.
  • Atlas Capital Advisors sold 335 iShares MSCI ACWI ex US ETF shares in Q3 2020, an estimated $14.5K.
  • Atlas Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2018 and held it in 10 quarters.
  • Atlas Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $25.3K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2020.

Based on Atlas Capital Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.