ACWI — iShares MSCI ACWI ETF

Ownership history in Able Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in iShares MSCI ACWI ETF (ACWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.12% (2024 Q3)
Avg. % of fund
4.44%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 62,900 +2,987 +5.0% 2.82% $8.9M $141.49
2025 Q3 REDUCED 59,913 -970 -1.6% 3.11% $8.3M $137.04
2025 Q2 REDUCED 60,883 -2,520 -4.0% 3.95% $7.8M $127.48
2025 Q1 ADDED 63,403 +117 +0.2% 4.35% $7.4M $114.49
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWI price (monthly, adj. close)

Other funds also holding ACWI

As of 2025 Q4 — sorted by position size

Mass General Brigham, Inc 3Y 7Y 80.62% Granger Management LLC 3Y 69.49% HF Capital, LLC 44.67% Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 3Y 7Y 43.03% Verger Capital Management LLC 3Y 7Y 25.81% BRANDYWINE MANAGERS, LLC 3Y 7Y 20.54% P/E Global LLC 3Y 18.0% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 16.89% Topor & Co. Korea 16.46% Centerstone Investors, LLC 3Y 7Y 16.45%
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