Ownership history in ASPIRIANT, LLC · 42 quarters on record
This page tracks every 13F SEC filing in which ASPIRIANT, LLC reported a position in ISHARES (ACWV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,406,100 | -13,577 | -0.6% | 8.21% | $285.7M | $118.75 |
| 2025 Q3 | ADDED | 2,419,677 | +4,540 | +0.2% | 8.87% | $290.2M | $118.63 |
| 2025 Q2 | REDUCED | 2,415,137 | -34,259 | -1.4% | 9.10% | $286.4M | $117.29 |
| 2025 Q1 | ADDED | 2,449,396 | +22,856 | +0.9% | 9.89% | $285.0M | $113.97 |
| 2024 Q4 | ADDED | 2,426,540 | +13,103 | +0.5% | 9.57% | $265.0M | $106.94 |
| 2024 Q3 | ADDED | 2,413,437 | +2,734 | +0.1% | 10.49% | $276.4M | $110.54 |
| 2024 Q2 | REDUCED | 2,410,703 | -60,101 | -2.4% | 10.28% | $252.3M | $101.00 |
| 2024 Q1 | REDUCED | 2,470,804 | -147,528 | -5.6% | 10.77% | $260.1M | $100.72 |
| 2023 Q4 | REDUCED | 2,618,332 | -146,061 | -5.3% | 11.83% | $262.8M | $96.01 |
| 2023 Q3 | REDUCED | 2,764,393 | -37,541 | -1.3% | 13.50% | $263.8M | $89.88 |
As of 2025 Q4 — sorted by position size