Atom Investors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atom Investors’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
2023 Q4	–	Sell	-244,335	Closed	-$22.6M	–	442
2023 Q3	$22.6M	Sell	244,335 -229,351	-48%	-$22M	5.15%	1
2023 Q2	$45.4M	Buy	+473,686	New	+$44M	17.26%	1

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Atom Investors's ACWI Position: Q4 2023 in Review

Atom Investors sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2023, closing a stake of 244,335 shares — an estimated $22.6M sold.

Atom Investors first reported a position in ACWI in Q2 2023 and held it in 2 quarters. The position peaked at $45.4M in Q2 2023. 684 funds tracked by Wall St. Rank hold ACWI as of Q4 2023.

Atom Investors reported no remaining iShares MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
Atom Investors sold 244,335 iShares MSCI ACWI ETF shares in Q4 2023, an estimated $22.6M.
Atom Investors first reported a position in iShares MSCI ACWI ETF in Q2 2023 and held it in 2 quarters.
Atom Investors's iShares MSCI ACWI ETF position peaked at $45.4M in Q2 2023.
684 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2023.

Based on Atom Investors's 13F filing for Q4 2023, filed 14 Feb 2024.