ACWI iShares MSCI ACWI

Ownership history in Blue Edge Capital, LLC  ·  48 quarters on record

AI Ownership Summary

Blue Edge Capital, LLC reported iShares MSCI ACWI (ACWI) in 48 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2023 Q3. The latest visible filing shows ACWI at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Edge Capital, LLC's position in iShares MSCI ACWI, 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 Q3

ACWI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 Blue Edge Capital, 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 Q3 REDUCED 2,650 -306 -10.4% 0.05% $366K 2025-11-12 $141.09
2025 Q2 REDUCED 2,956 -26 -0.9% 0.06% $380K 2025-08-15 $132.22
2025 Q1 ADDED 2,982 +1 +0.0% 0.06% $347K 2025-05-13 $120.68
2024 Q4 ADDED 2,981 +3 +0.1% 0.06% $350K 2025-02-13 $121.62
2024 Q3 UNCHANGED 2,978 0% 0.06% $356K 2024-11-14 $116.77
2024 Q2 ADDED 2,978 +22 +0.7% 0.06% $335K 2024-08-07 $105.09
2024 Q1 ADDED 2,956 +2 +0.1% 0.05% $326K 2024-05-15 $108.43
2023 Q4 UNCHANGED 2,954 0% 0.06% $301K 2024-02-15 $101.97
2023 Q3 UNCHANGED 2,954 0% 0.06% $273K 2023-11-14 $92.33
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Blue Edge Capital, 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 Blue Edge Capital, LLC reported owning ACWI?

Blue Edge Capital, LLC reported ACWI across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ACWI position in Blue Edge Capital, LLC's portfolio?

The largest reported portfolio weight for ACWI was 0.06% in 2023 Q3.

What is the latest reported ACWI position on this page?

The most recent filing on this page is 2025 Q3, when Blue Edge Capital, LLC reported 2,650 shares, equal to 0.05% of portfolio, with an estimated market value of $366K.

What does the chart on this ACWI ownership page compare?

The chart compares Blue Edge Capital, 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.

← Back to Blue Edge Capital, LLC Holdings