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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return