ACWI ISHARES TR

Ownership history in Battery Global Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Battery Global Advisors, LLC reported ISHARES TR (ACWI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.09% in 2025 Q4. The latest visible filing shows ACWI at 4.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Battery Global Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACWI was reported at 4.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Battery Global Advisors, LLC held ACWI — position size vs. price
% of Fund (quarterly)    ACWI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 108,652 +106,919 +6169.6% 4.09% $8.8M 2026-02-14 (Est.) $145.94
2025 Q3 UNCHANGED 1,733 0% 0.11% $240K 2025-11-12 $141.09
2025 Q2 REDUCED 1,733 -383 -18.1% 0.11% $223K 2025-08-11 $130.36
2025 Q1 REDUCED 2,116 -407 -16.1% 0.14% $246K 2025-05-09 $117.19
2024 Q4 ADDED 2,523 +11 +0.4% 0.16% $296K 2025-02-14 $121.60
2024 Q3 REDUCED 2,512 -69,779 -96.5% 0.16% $300K 2024-11-14 $116.77
2024 Q2 ADDED 72,291 +69,789 +2789.3% 2.10% $3.2M 2024-08-14 $109.81
2024 Q1 ADDED 2,502 +400 +19.0% 0.22% $275K 2024-05-15 $108.43
2023 Q4 INITIATED 2,102 0.16% $214K 2024-02-14 $101.16

FAQ About Battery Global Advisors, LLC and ACWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Battery Global Advisors, LLC reported owning ACWI?

Battery Global Advisors, LLC reported ACWI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ACWI position in Battery Global Advisors, LLC's portfolio?

The largest reported portfolio weight for ACWI was 4.09% in 2025 Q4.

What is the latest reported ACWI position on this page?

The most recent filing on this page is 2025 Q4, when Battery Global Advisors, LLC reported 108,652 shares, equal to 4.09% of portfolio, with an estimated market value of $8.8M.

What does the chart on this ACWI ownership page compare?

The chart compares Battery Global Advisors, LLC's quarterly ACWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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