Ownership history in Atwater Malick LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Atwater Malick LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 39,296 | -1,842 | -4.5% | 1.53% | $5.6M | $141.49 |
| 2025 Q3 | REDUCED | 41,138 | -2,960 | -6.7% | 1.65% | $5.7M | $137.04 |
| 2025 Q2 | ADDED | 44,098 | +981 | +2.3% | 1.80% | $5.7M | $127.48 |
| 2025 Q1 | ADDED | 43,117 | +1,068 | +2.5% | 1.70% | $5.0M | $114.49 |
| 2024 Q4 | REDUCED | 42,049 | -41 | -0.1% | 1.66% | $4.9M | $115.58 |
| 2024 Q3 | REDUCED | 42,090 | -232 | -0.5% | 1.62% | $5.0M | $116.58 |
| 2024 Q2 | ADDED | 42,322 | +101 | +0.2% | 1.64% | $4.8M | $109.60 |
| 2024 Q1 | ADDED | 42,221 | +2,345 | +5.9% | 1.64% | $4.6M | $106.50 |
| 2023 Q4 | ADDED | 39,876 | +53 | +0.1% | 1.59% | $4.1M | $98.41 |
| 2023 Q3 | REDUCED | 39,823 | -155 | -0.4% | 1.62% | $3.7M | $88.48 |
As of 2025 Q4 — sorted by position size