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.
| 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 |
| 2024 Q4 | REDUCED | 846,951 | -17,442 | -2.0% | 2.77% | $99.5M | $115.58 |
| 2024 Q3 | REDUCED | 864,393 | -12,821 | -1.5% | 2.80% | $103.3M | $116.58 |
| 2024 Q1 | REDUCED | 877,214 | -18,540 | -2.1% | 2.86% | $96.6M | $106.50 |
| 2023 Q4 | REDUCED | 895,754 | -17,271 | -1.9% | 1.95% | $91.2M | $98.41 |
| 2023 Q3 | REDUCED | 913,025 | -40,078 | -4.2% | 2.97% | $84.3M | $88.48 |
| 2023 Q2 | ADDED | 953,103 | +3,590 | +0.4% | 3.18% | $91.4M | $91.90 |
As of 2025 Q4 — sorted by position size