Ownership history in Avestar Capital, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Avestar Capital, LLC reported a position in ISHARES TR 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 121,977 | +111,977 | +1119.8% | 1.12% | $17.3M | $141.49 |
| 2025 Q4 | REDUCED | 10,000 | -116,717 | -92.1% | 0.09% | $1.4M | $141.49 |
| 2025 Q3 | ADDED | 126,717 | +116,717 | +1167.2% | 1.15% | $17.5M | $137.04 |
| 2025 Q3 | REDUCED | 10,000 | -900 | -8.3% | 0.09% | $1.4M | $137.04 |
| 2025 Q2 | REDUCED | 10,900 | -112,395 | -91.2% | 0.10% | $1.4M | $127.48 |
| 2025 Q2 | ADDED | 123,295 | +112,395 | +1031.1% | 1.08% | $15.9M | $127.48 |
| 2025 Q2 | REDUCED | 10,900 | -36,369 | -76.9% | 0.10% | $1.4M | $127.48 |
| 2025 Q1 | ADDED | 47,269 | +36,369 | +333.7% | 0.48% | $5.5M | $114.49 |
| 2025 Q1 | UNCHANGED | 10,900 | — | 0% | 0.11% | $1.3M | $114.49 |
| 2025 Q1 | REDUCED | 10,900 | -4,522 | -29.3% | 0.11% | $1.3M | $114.49 |
As of 2025 Q4 — sorted by position size