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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Atlas Private Wealth Management's ACWI Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2021, closing a stake of 749 shares — an estimated $71K sold.

Atlas Private Wealth Management first reported a position in ACWI in Q4 2019 and held it in 6 quarters. The position peaked at $71K in Q1 2021. 518 funds tracked by Wall St. Rank hold ACWI as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 749 iShares MSCI ACWI ETF shares in Q2 2021, an estimated $71K.
Atlas Private Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares MSCI ACWI ETF position peaked at $71K in Q1 2021.
518 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.