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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
Q3 		$6.28M Sell
39,575
-162
-0.4% -$25.7K 1.38% 20
2026
Q2 		$6.24M Sell
39,737
-491
-1% -$75K 1.36% 18
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 		$3.18M 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 		$3.16M 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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Atwater Malick's ACWI Position: Q3 2026 in Review

Atwater Malick reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.41% in Q3 2026, selling an estimated $25.7K and leaving 39,575 shares worth $6.28M. The position accounts for 1.38% of the portfolio, ranked #20.

Atwater Malick first reported a position in ACWI in Q4 2018 and has held it in 32 quarters since. 144 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Atwater Malick held 39,575 shares of iShares MSCI ACWI ETF worth $6.28M as of Q3 2026.
  • Atwater Malick sold 162 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $25.7K.
  • iShares MSCI ACWI ETF made up 1.38% of Atwater Malick's portfolio in Q3 2026, its #20 holding.
  • Atwater Malick first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 32 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.