ACWI — ISHARES MSCI ACWI ETF

Ownership history in EVOKE WEALTH, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
10.39% (2020 Q1)
Avg. % of fund
4.15%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 810,919 -1,947 -0.2% 2.14% $114.7M $141.49
2025 Q3 REDUCED 812,866 -1,529 -0.2% 2.27% $112.4M $137.04
2025 Q2 REDUCED 814,395 -7,671 -0.9% 2.40% $104.7M $127.48
2025 Q1 REDUCED 822,066 -24,885 -2.9% 2.50% $95.7M $114.49
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWI price (monthly, adj. close)

Other funds also holding ACWI

As of 2025 Q4 — sorted by position size

Mass General Brigham, Inc 3Y 7Y 80.62% Granger Management LLC 3Y 69.49% HF Capital, LLC 44.67% Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 3Y 7Y 43.03% Verger Capital Management LLC 3Y 7Y 25.81% BRANDYWINE MANAGERS, LLC 3Y 7Y 20.54% P/E Global LLC 3Y 18.0% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 16.89% Topor & Co. Korea 16.46% Centerstone Investors, LLC 3Y 7Y 16.45%
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