Ownership history in CATALYST PRIVATE WEALTH, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which CATALYST PRIVATE WEALTH, 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 | UNCHANGED | 25,199 | — | 0% | 1.56% | $3.6M | $141.49 |
| 2025 Q3 | UNCHANGED | 25,199 | — | 0% | 1.53% | $3.5M | $137.04 |
| 2025 Q2 | ADDED | 25,199 | +7,268 | +40.5% | 1.44% | $3.2M | $127.48 |
| 2025 Q1 | UNCHANGED | 17,931 | — | 0% | 1.02% | $2.1M | $114.49 |
| 2024 Q4 | ADDED | 17,931 | +908 | +5.3% | 0.94% | $2.1M | $115.58 |
| 2024 Q3 | REDUCED | 17,023 | -117 | -0.7% | 1.00% | $2.0M | $116.58 |
| 2024 Q2 | REDUCED | 17,140 | -3,684 | -17.7% | 1.02% | $1.9M | $109.60 |
| 2024 Q1 | ADDED | 20,824 | +2,235 | +12.0% | 1.20% | $2.3M | $106.50 |
| 2023 Q4 | REDUCED | 18,589 | -102 | -0.5% | 0.89% | $1.9M | $98.41 |
| 2023 Q3 | ADDED | 18,691 | +2,944 | +18.7% | 1.02% | $1.7M | $88.48 |
As of 2025 Q4 — sorted by position size