Amer FND Smallcap WRLD-ASMCWX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$62.88avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Hemenway Trust Co LLC ($284K), Coston, McIsaac & Partners ($228K) and Ascentis Wealth Management, LLC ($2K).
- Company
- Amer FND Smallcap WRLD-A
- Filed as
- AMERICAN FUNDS SMALL CAP WORLD (Q1 2025)
- CUSIP
- 831681101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $116K |
All 13F filers, Q4 2024 → Q1 2025: 31 shares bought and 1,720 shares sold, net −1,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Hemenway Trust Co LLC | 0.02% | No change | 4,508 | $284K |
| Coston, McIsaac & Partners | 0.07% | No change | 3,633 | $228K |
| Ascentis Wealth Management, LLC | 0.00% | New | 31 | $2K |
"% of holder's portfolio" is SMCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-A the manager owns.