Atticus Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atticus 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
2023 Q1	–	Sell	-6	Closed	-$509	–	548
2022 Q4	$509	Hold	6	–	–	﹤0.01%	501
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	523
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	556
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	544
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	419
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	388
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	356
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	324
2020 Q4	$1K	Buy	+6	New	+$513	﹤0.01%	318

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Atticus Wealth Management's ACWI Position: Q1 2023 in Review

Atticus Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2023, closing a stake of 6 shares — an estimated $509 sold.

Atticus Wealth Management first reported a position in ACWI in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 594 funds tracked by Wall St. Rank hold ACWI as of Q1 2023.

Atticus Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
Atticus Wealth Management sold 6 iShares MSCI ACWI ETF shares in Q1 2023, an estimated $509.
Atticus Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2020 and held it in 9 quarters.
Atticus Wealth Management's iShares MSCI ACWI ETF position peaked at $1K in Q3 2022.
594 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.