ACWI ISHARES TR

Ownership history in FFT WEALTH MANAGEMENT LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FFT WEALTH MANAGEMENT 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.

Peak position
19.49% (2022 Q3)
Avg. % of fund
12.53%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 34,426 -1,126,656 -97.0% 0.93% $4.9M $141.49
2023 Q4 ADDED 1,161,082 +10,934 +1.0% 10.23% $118.2M $98.41
2023 Q3 UNCHANGED 1,150,148 0% 13.68% $106.2M $88.48
2023 Q2 REDUCED 1,150,148 -196,413 -14.6% 13.71% $110.3M $91.90
2023 Q1 ADDED 1,346,561 +89,682 +7.1% 15.24% $122.8M $86.44
2022 Q4 REDUCED 1,256,879 -535,932 -29.9% 13.68% $106.7M $80.48
2022 Q3 REDUCED 1,792,811 -150,585 -7.7% 19.49% $139.5M $73.23
2022 Q2 ADDED 1,943,396 +1,143,396 +142.9% 18.16% $163.0M $78.94
2022 Q1 INITIATED 800,000 7.63% $79.8M $93.02
% of Fund (quarterly)    ACWI price (monthly, adj. close)
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