Amer FND Smallcap WRLD-ASMCWX

13F holders, Q2 2025 (June 30)
2holders −1
1new positions
2sold out
$72.37avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Coston, McIsaac & Partners ($263K) and Brooklyn Investment Group ($120K).

Company
Amer FND Smallcap WRLD-A
Filed as
AMERICAN FUNDS SMALLCAP WORLD A (Q2 2025)
CUSIP
831681101
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 5Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$120K
Exits2$286K

All 13F filers, Q1 2025 → Q2 2025: 1,660 shares bought and 4,539 shares sold, net −2,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Coston, McIsaac & Partners 0.07% Add +0.0% 3,634 $263K
Brooklyn Investment Group 0.02% New 1,659 $120K

"% 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.