AWS
ACWX icon

Atria Wealth Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Atria Wealth Solutions’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$340K Sell
5,579
-15,289
-73% -$883K 0.01% 1097
2025
Q1 		$1.16M Buy
20,868
+1,718
+9% +$94.3K 0.01% 824
2024
Q4 		$999K Buy
19,150
+2,054
+12% +$112K 0.01% 924
2024
Q3 		$978K Buy
17,096
+9,542
+126% +$520K 0.01% 922
2024
Q2 		$401K Buy
+7,554
New +$403K ﹤0.01% 1341
2024
Q1 		– Sell
-4,858
Closed -$248K – 1957
2023
Q4 		$248K Buy
+4,858
New +$234K ﹤0.01% 1634
2023
Q2 		– Sell
-10,563
Closed -$515K – 1862
2023
Q1 		$515K Sell
10,563
-7,505
-42% -$361K 0.01% 1113
2022
Q4 		$822K Sell
18,068
-13,053
-42% -$573K 0.01% 849
2022
Q3 		$1.25M Sell
31,121
-7,973
-20% -$355K 0.02% 641
2022
Q2 		$1.76M Buy
39,094
+803
+2% +$38.9K 0.03% 491
2022
Q1 		$2M Buy
+38,291
New +$2.04M 0.03% 484

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's ACWX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 73% in Q2 2025, selling an estimated $883K and leaving 5,579 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1097.

Atria Wealth Solutions first reported a position in ACWX in Q1 2022 and has held it in 11 quarters since. The position peaked at $2M in Q1 2022. 534 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • Atria Wealth Solutions held 5,579 shares of iShares MSCI ACWI ex US ETF worth $340K as of Q2 2025.
  • Atria Wealth Solutions sold 15,289 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $883K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1097 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and has held it in 11 quarters since.
  • Atria Wealth Solutions's iShares MSCI ACWI ex US ETF position peaked at $2M in Q1 2022.
  • 534 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.