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Atria Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atria Investments’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
2026
Q1 		$5.9M Sell
42,628
-4,919
-10% -$707K 0.07% 319
2025
Q4 		$6.73M Buy
47,547
+1,404
+3% +$197K 0.08% 288
2025
Q3 		$6.38M Buy
46,143
+3,911
+9% +$519K 0.07% 308
2025
Q2 		$5.43M Sell
42,232
-122
-0.3% -$14.6K 0.06% 355
2025
Q1 		$4.93M Sell
42,354
-13,779
-25% -$1.65M 0.06% 379
2024
Q4 		$6.6M Buy
56,133
+12,472
+29% +$1.5M 0.08% 273
2024
Q3 		$5.22M Sell
43,661
-2,110
-5% -$242K 0.06% 340
2024
Q2 		$5.14M Sell
45,771
-520
-1% -$57.2K 0.07% 327
2024
Q1 		$5.1M Sell
46,291
-2,005
-4% -$211K 0.07% 335
2023
Q4 		$4.92M Buy
48,296
+14,207
+42% +$1.36M 0.08% 301
2023
Q3 		$3.15M Buy
34,089
+12,282
+56% +$1.18M 0.06% 418
2023
Q2 		$2.09M Buy
21,807
+5,007
+30% +$465K 0.04% 536
2023
Q1 		$1.53M Sell
16,800
-23,823
-59% -$2.13M 0.03% 644
2022
Q4 		$3.45M Sell
40,623
-15,599
-28% -$1.31M 0.07% 347
2022
Q3 		$4.38M Sell
56,222
-36,052
-39% -$3.11M 0.1% 259
2022
Q2 		$7.74M Buy
92,274
+39,776
+76% +$3.62M 0.16% 150
2022
Q1 		$5.24M Buy
52,498
+25,062
+91% +$2.5M 0.09% 271
2021
Q4 		$2.9M Sell
27,436
-816
-3% -$85.3K 0.05% 421
2021
Q3 		$2.82M Buy
28,252
+3,906
+16% +$401K 0.05% 409
2021
Q2 		$2.46M Sell
24,346
-1,103
-4% -$110K 0.05% 426
2021
Q1 		$2.42M Sell
25,449
-1,123
-4% -$106K 0.05% 393
2020
Q4 		$2.41M Buy
26,572
+4,747
+22% +$405K 0.06% 367
2020
Q3 		$1.74M Sell
21,825
-2,557
-10% -$203K 0.05% 377
2020
Q2 		$1.8M Buy
+24,382
New +$1.7M 0.06% 334
2020
Q1 		– Sell
-26,743
Closed -$2.12M – 586
2019
Q4 		$2.12M Sell
26,743
-5,383
-17% -$412K 0.06% 288
2019
Q3 		$2.37M Buy
32,126
+3,764
+13% +$276K 0.08% 196
2019
Q2 		$2.01M Buy
28,362
+9,335
+49% +$681K 0.08% 223
2019
Q1 		$1.37M Buy
19,027
+558
+3% +$38.8K 0.06% 278
2018
Q4 		$1.19M Sell
18,469
-2,416
-12% -$166K 0.05% 267
2018
Q3 		$1.55M Sell
20,885
-389
-2% -$28.4K 0.06% 291
2018
Q2 		$1.51M Sell
21,274
-2,419
-10% -$175K 0.07% 282
2018
Q1 		$1.7M Buy
23,693
+1,463
+7% +$108K 0.08% 237
2017
Q4 		$1.6M Sell
22,230
-1,164
-5% -$82.3K 0.08% 248
2017
Q3 		$1.61M Sell
23,394
-3,314
-12% -$223K 0.09% 227
2017
Q2 		$1.75M Buy
26,708
+10,693
+67% +$694K 0.11% 199
2017
Q1 		$1.01M Sell
16,015
-163
-1% -$10.1K 0.07% 255
2016
Q4 		$957K Buy
+16,178
New +$950K 0.07% 238
2016
Q2 		– Sell
-77,562
Closed -$4.35M – 470
2016
Q1 		$4.35M Buy
77,562
+61,764
+391% +$3.28M 0.49% 31
2015
Q4 		$824K Buy
+15,798
New +$903K 0.09% 168
2015
Q3 		– Sell
-28,245
Closed -$1.68M – 344
2015
Q2 		$1.68M Buy
+28,245
New +$1.74M 0.2% 70
2015
Q1 		– Sell
-56,371
Closed -$3.3M – 399
2014
Q4 		$3.3M Buy
+56,371
New +$3.31M 0.35% 47

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Atria Investments's ACWI Position: Q1 2026 in Review

Atria Investments reduced its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q1 2026, selling an estimated $707K and leaving 42,628 shares worth $5.9M. The position accounts for 0.07% of the portfolio, ranked #319.

Atria Investments first reported a position in ACWI in Q4 2014 and has held it in 41 quarters since. The position peaked at $7.74M in Q2 2022. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Atria Investments held 42,628 shares of iShares MSCI ACWI ETF worth $5.9M as of Q1 2026.
  • Atria Investments sold 4,919 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $707K.
  • iShares MSCI ACWI ETF made up 0.07% of Atria Investments's portfolio in Q1 2026, its #319 holding.
  • Atria Investments first reported a position in iShares MSCI ACWI ETF in Q4 2014 and has held it in 41 quarters since.
  • Atria Investments's iShares MSCI ACWI ETF position peaked at $7.74M in Q2 2022.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.