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Atwater Malick’s iShares MSCI ACWI ETF ACWI Stock Holding History

Atwater Malick’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 		$5.57M Buy
40,228
+932
+2% +$134K 1.5% 18
2025
Q4 		$5.56M Sell
39,296
-1,842
-4% -$259K 1.53% 20
2025
Q3 		$5.69M Sell
41,138
-2,960
-7% -$393K 1.65% 22
2025
Q2 		$5.67M Buy
44,098
+981
+2% +$118K 1.8% 21
2025
Q1 		$5.02M Buy
43,117
+1,068
+3% +$128K 1.7% 21
2024
Q4 		$4.94M Sell
42,049
-41
-0.1% -$4.92K 1.66% 21
2024
Q3 		$5.03M Sell
42,090
-232
-0.5% -$26.6K 1.62% 21
2024
Q2 		$4.76M Buy
42,322
+101
+0.2% +$11.1K 1.64% 21
2024
Q1 		$4.65M Buy
42,221
+2,345
+6% +$246K 1.64% 23
2023
Q4 		$4.06M Buy
39,876
+53
+0.1% +$5.07K 1.59% 25
2023
Q3 		$3.68M Sell
39,823
-155
-0.4% -$14.9K 1.62% 25
2023
Q2 		$3.84M Buy
39,978
+180
+0.5% +$16.7K 1.64% 25
2023
Q1 		$3.63M Buy
39,798
+581
+1% +$51.8K 1.7% 25
2022
Q4 		$3.33M Sell
39,217
-1,706
-4% -$144K 1.64% 25
2022
Q3 		$3.19M Buy
40,923
+853
+2% +$73.7K 1.78% 24
2022
Q2 		$3.36M Sell
40,070
-368
-0.9% -$33.5K 1.77% 26
2022
Q1 		$4.04M Sell
40,438
-613
-1% -$61.1K 1.95% 24
2021
Q4 		$4.34M Buy
41,051
+338
+0.8% +$35.3K 2.02% 25
2021
Q3 		$4.07M Sell
40,713
-1,078
-3% -$111K 2.15% 23
2021
Q2 		$4.23M Buy
41,791
+4,332
+12% +$432K 2.34% 23
2021
Q1 		$3.56M Sell
37,459
-2,785
-7% -$262K 2.19% 23
2020
Q4 		$3.65M Sell
40,244
-2,002
-5% -$171K 2.29% 23
2020
Q3 		$3.38M Sell
42,246
-537
-1% -$42.5K 2.36% 23
2020
Q2 		$3.15M Sell
42,783
-7,644
-15% -$533K 2.48% 23
2020
Q1 		$3.15M Sell
50,427
-5,606
-10% -$415K 3.03% 20
2019
Q4 		$4.44M Sell
56,033
-4,264
-7% -$326K 3.53% 18
2019
Q3 		$4.45M Sell
60,297
-250
-0.4% -$18.3K 3.74% 11
2019
Q2 		$4.46M Buy
60,547
+2,463
+4% +$180K 4.09% 11
2019
Q1 		$4.19M Buy
58,084
+1,720
+3% +$120K 4.1% 11
2018
Q4 		$3.62M Buy
+56,364
New +$3.87M 4.05% 13

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

Atwater Malick's ACWI Position: Q1 2026 in Review

Atwater Malick increased its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q1 2026, buying an estimated $134K and bringing the position to 40,228 shares worth $5.57M. The position accounts for 1.5% of the portfolio, ranked #18.

Atwater Malick first reported a position in ACWI in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.69M in Q3 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Atwater Malick held 40,228 shares of iShares MSCI ACWI ETF worth $5.57M as of Q1 2026.
  • Atwater Malick bought 932 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $134K.
  • iShares MSCI ACWI ETF made up 1.5% of Atwater Malick's portfolio in Q1 2026, its #18 holding.
  • Atwater Malick first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 30 quarters since.
  • Atwater Malick's iShares MSCI ACWI ETF position peaked at $5.69M in Q3 2025.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.