Atlas Legacy Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atlas Legacy 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
2026 Q2	$491K	Buy	3,127 +10	+0.3%	+$1.53K	0.07%	144
2026 Q1	$431K	Buy	3,117 +705	+29%	+$101K	0.08%	137
2025 Q4	$341K	Buy	2,412 +187	+8%	+$26.2K	0.06%	162
2025 Q3	$308K	Buy	2,225 +6	+0.3%	+$797	0.06%	164
2025 Q2	$285K	Sell	2,219 -5,415	-71%	-$649K	0.06%	152
2025 Q1	$914K	Hold	7,634	–	–	0.23%	70
2024 Q4	$897K	Buy	+7,634	New	+$916K	0.22%	66

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Atlas Legacy Advisors's ACWI Position: Q2 2026 in Review

Atlas Legacy Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.32% in Q2 2026, buying an estimated $1.53K and bringing the position to 3,127 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #144.

Atlas Legacy Advisors first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. The position peaked at $914K in Q1 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Atlas Legacy Advisors held 3,127 shares of iShares MSCI ACWI ETF worth $491K as of Q2 2026.
Atlas Legacy Advisors bought 10 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.53K.
iShares MSCI ACWI ETF made up 0.07% of Atlas Legacy Advisors's portfolio in Q2 2026, its #144 holding.
Atlas Legacy Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's iShares MSCI ACWI ETF position peaked at $914K in Q1 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.