APWM
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Atlas Private Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atlas Private Wealth Management’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
2021
Q2 		– Sell
-749
Closed -$71K – 121
2021
Q1 		$71K Hold
749
– – 0.05% 165
2020
Q4 		$68K Hold
749
– – 0.05% 171
2020
Q3 		$60K Hold
749
– – 0.05% 171
2020
Q2 		$55K Hold
749
– – 0.04% 190
2020
Q1 		$47K Hold
749
– – 0.04% 185
2019
Q4 		$59K Buy
+749
New +$57.3K 0.05% 194

Other funds holding ACWI

UBS Group
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return