EIGHT 31 FINANCIAL, LLC ACWI — ISHARES TR

Ownership history in EIGHT 31 FINANCIAL, LLC  ·  10 quarters on record

AI Ownership Summary

EIGHT 31 FINANCIAL, LLC reported ISHARES TR (ACWI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2024 Q3. The latest visible filing shows ACWI at 0.53% 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 EIGHT 31 FINANCIAL, 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
2026 Q1

ACWI was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q3

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 2026 Q1

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.

ACWI stock page EIGHT 31 FINANCIAL, LLC fund profile EIGHT 31 FINANCIAL, LLC full holdings
How EIGHT 31 FINANCIAL, LLC held ACWI — position size vs. price
% of Fund (quarterly)    ACWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,353 +411 +6.9% 0.53% $879K 2026-05-15 $154.08
2025 Q4 ADDED — — — 5,942 +425 +7.7% 0.46% $841K 2026-02-12 $145.65
2025 Q3 ADDED — — — 5,517 +3 +0.1% 0.43% $763K 2025-11-13 $138.93
2025 Q2 ADDED — — — 5,514 +57 +1.0% 0.47% $709K 2025-08-14 $132.19
2025 Q1 ADDED — — — 5,457 +460 +9.2% 0.41% $635K 2025-05-15 $121.44
2024 Q4 REDUCED 15.3% -0.9% ✅ 4,997 -906 -15.3% 0.44% $587K 2025-02-14 $121.60
2024 Q3 ADDED — — — 5,903 +469 +8.6% 0.54% $706K 2024-11-14 $116.77
2024 Q2 ADDED — — — 5,434 +813 +17.6% 0.47% $611K 2024-08-14 $109.81
2024 Q1 ADDED — — — 4,621 +1,172 +34.0% 0.32% $509K 2024-05-15 $108.43
2023 Q4 INITIATED — — — 3,449 — — 0.21% $351K 2024-02-14 $101.16

🏢 Other funds also holding ACWI

As of 2026 Q1 — sorted by position size

Granger Management LLC 3Y 71.77% Mass General Brigham, Inc 3Y 7Y 62.42% Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 3Y 7Y 59.28% HF Capital, LLC 52.24% Verger Capital Management LLC 3Y 7Y 24.65% BRANDYWINE MANAGERS, LLC 3Y 7Y 23.92% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 16.32% P/E Global LLC 3Y 15.78% Three Bridge Wealth Advisors, LLC 3Y 15.61% Topor & Co. Korea 15.44%

FAQ About EIGHT 31 FINANCIAL, 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 EIGHT 31 FINANCIAL, LLC reported owning ACWI?

EIGHT 31 FINANCIAL, LLC reported ACWI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ACWI position in EIGHT 31 FINANCIAL, LLC's portfolio?

The largest reported portfolio weight for ACWI was 0.54% in 2024 Q3.

What is the latest reported ACWI position on this page?

The most recent filing on this page is 2026 Q1, when EIGHT 31 FINANCIAL, LLC reported 6,353 shares, equal to 0.53% of portfolio, with an estimated market value of $879K.

What does the chart on this ACWI ownership page compare?

The chart compares EIGHT 31 FINANCIAL, 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.

How well did EIGHT 31 FINANCIAL, LLC time their ACWI position?

Based on 13F filing dates vs. subsequent ACWI price moves, EIGHT 31 FINANCIAL, LLC correctly timed 9 out of 9 reported position changes (100%). The annualised alpha on ACWI relative to SPY over the holding period was +13.5%.

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