Atomi Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atomi Financial Group’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
2024 Q2	–	Sell	-3,684	Closed	-$406K	–	793
2024 Q1	$406K	Buy	+3,684	New	+$387K	0.04%	420
2023 Q2	–	Sell	-3,769	Closed	-$344K	–	276
2023 Q1	$344K	Buy	+3,769	New	+$336K	0.19%	131

Other funds holding ACWI

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

JHU

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

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

OCBCO

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

Atomi Financial Group's ACWI Position: Q2 2024 in Review

Atomi Financial Group sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2024, closing a stake of 3,684 shares — an estimated $406K sold.

Atomi Financial Group first reported a position in ACWI in Q1 2023 and held it in 2 quarters. The position peaked at $406K in Q1 2024. 682 funds tracked by Wall St. Rank hold ACWI as of Q2 2024.

Atomi Financial Group reported no remaining iShares MSCI ACWI ETF position as of Q2 2024 after selling out during the quarter.
Atomi Financial Group sold 3,684 iShares MSCI ACWI ETF shares in Q2 2024, an estimated $406K.
Atomi Financial Group first reported a position in iShares MSCI ACWI ETF in Q1 2023 and held it in 2 quarters.
Atomi Financial Group's iShares MSCI ACWI ETF position peaked at $406K in Q1 2024.
682 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.