Atria Investments 13F: Adds $30M to ACWX Stake
Atria Investments boosted its stake in iShares MSCI ACWI ex U.S. ETF ACWX by over 300% during the quarter.
Reviewed by automated data checks against the source filing. How we make and check alerts
Atria Investments added 398,511 shares to its stake in iShares MSCI ACWI ex U.S. ETF ($ACWX), a 304.36% increase, according to a 13F filing with the SEC dated October 15, 2026. It reported 529,447 shares worth $40.04 million at the end of the quarter.
Since the filing, $ACWX is down 0.6% to date (from the $74.64 close on Oct 15, 2026).
Find the original: Atria Investments 13F filings on SEC EDGAR
ACWX
iShares MSCI ACWI ex U.S. ETF
Key Points
- Atria Investments grew its stake in iShares MSCI ACWI ex U.S. ETF ACWX by 304.4%, adding 398,511 shares to end with 529,447 shares.
- The fund's reported holding in the international stock fund was valued at roughly $40.0 million at the time.
- Institutional 13F filings look backward at portfolio choices made during the previous quarter and might not reflect today's holdings.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares MSCI ACWI ex U.S. ETF alert may contain errors. Disclosures
Atria Investments significantly grew its stake in iShares MSCI ACWI ex U.S. ETF ACWX, adding 398,511 shares during the period. That move lifted its total holding to 529,447 shares, according to a Form 13F filing with the SEC on October 15, 2026. The value of the position reached about $40.0 million. Keep in mind that 13F filings look backward at the end of a reporting quarter and may not show the fund's current trades today.
What Changed in Atria Investments's iShares MSCI ACWI ex U.S. ETF Position
Atria Investments reported a 304.4% increase in its ACWX holdings compared to the prior period. The firm previously owned 130,936 shares of the international equity fund. By picking up nearly 398,000 more shares, Atria brought its total share count to 529,447. This filing follows earlier portfolio moves, including Euro Pacific Asset Management taking a new position in the same fund on October 13, 2026.
iShares MSCI ACWI ex U.S. ETF Stock Down 0.7%
Shares of iShares MSCI ACWI ex U.S. ETF recently traded around $74.14 as of October 16, 2026. The exchange-traded fund has a price-to-earnings ratio of about 16.0 and offers a dividend yield of 2.5%. Over the past year, the fund has traded between a low of $64.01 and a high of $78.78.
About iShares MSCI ACWI ex U.S. ETF
The fund puts most of its assets into international stocks that mirror its underlying benchmark index. That index tracks companies across both developed and emerging markets outside the United States. Investors use funds like this to gain broad exposure to global equity markets without buying individual foreign stocks.
Bottom Line
Atria Investments's large addition shows rising institutional interest in international equities. Investors should watch future SEC filings to see if the firm holds onto these shares or adjusts its stake further. Remember that quarterly reports only capture past moves. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Atria Investments's 13F filing on $ACWX (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Atria Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts