ACWI — ISHARES TR

Ownership history in Astoria Strategic Wealth, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Astoria Strategic Wealth, Inc. reported a position in ISHARES TR (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
2.69% (2020 Q1)
Avg. % of fund
0.71%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,312 -121 -0.9% 0.47% $1.9M $141.49
2025 Q3 REDUCED 13,433 -187 -1.4% 0.47% $1.9M $137.04
2025 Q2 UNCHANGED 13,620 — 0% 0.47% $1.8M $127.48
2025 Q1 UNCHANGED 13,620 — 0% 0.47% $1.6M $114.49
21 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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