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

Atlas Legacy 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
2026 Q2	$2.63M	Sell	34,577 -2,929	-8%	-$218K	0.39%	51
2026 Q1	$2.57M	Buy	37,506 +10,713	+40%	+$756K	0.47%	47
2025 Q4	$1.8M	Buy	26,793 +3,172	+13%	+$210K	0.32%	60
2025 Q3	$1.54M	Buy	23,621 +9,039	+62%	+$565K	0.3%	63
2025 Q2	$889K	Sell	14,582 -61,825	-81%	-$3.57M	0.2%	79
2025 Q1	$4.35M	Buy	+76,407	New	+$4.2M	1.1%	23

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Atlas Legacy Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 7.8% in Q2 2026, selling an estimated $218K and leaving 34,577 shares worth $2.63M. The position accounts for 0.39% of the portfolio, ranked #51.

Atlas Legacy Advisors first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.35M in Q1 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Atlas Legacy Advisors held 34,577 shares of iShares MSCI ACWI ex US ETF worth $2.63M as of Q2 2026.
Atlas Legacy Advisors sold 2,929 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $218K.
iShares MSCI ACWI ex US ETF made up 0.39% of Atlas Legacy Advisors's portfolio in Q2 2026, its #51 holding.
Atlas Legacy Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
Atlas Legacy Advisors's iShares MSCI ACWI ex US ETF position peaked at $4.35M in Q1 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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