Ownership history in CKW FINANCIAL GROUP Β· 48 quarters on record
This page tracks every 13F SEC filing in which CKW FINANCIAL GROUP reported a position in ISHARES MSCI ACWI ETF (ACWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CKW FINANCIAL GROUP underperformed the S&P 500 by β3.3% annually on this ACWI position. Timing score: 64% (30/47 decisions correct). Average cost basis: $76.41. Maximum drawdown during holding period: β25.7%.
β οΈ Trailed SPY by 3.3% ann. on this position.
47 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
30 of 47 add/trim decisions correct
Best entry: $43.95 (2015 Q3) Β· Worst: $141.49 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
36 adds Β· 12 trims. Bought during 9 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size