Ownership history in GR FINANCIAL GROUP, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which GR FINANCIAL GROUP, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,837 | +16 | +0.9% | 0.06% | $260K | $141.49 |
| 2025 Q3 | REDUCED | 1,821 | -86 | -4.5% | 0.06% | $252K | $137.04 |
| 2025 Q2 | REDUCED | 1,907 | -1,052 | -35.6% | 0.06% | $245K | $127.48 |
| 2025 Q1 | REDUCED | 2,959 | -984 | -25.0% | 0.05% | $344K | $114.49 |
| 2024 Q4 | REDUCED | 3,943 | -16 | -0.4% | 0.08% | $463K | $115.58 |
| 2024 Q3 | UNCHANGED | 3,959 | — | 0% | 0.08% | $473K | $116.58 |
| 2024 Q2 | REDUCED | 3,959 | -184 | -4.4% | 0.10% | $445K | $109.60 |
| 2024 Q1 | REDUCED | 4,143 | -459,510 | -99.1% | 0.11% | $456K | $106.50 |
| 2023 Q4 | INITIATED | 463,653 | — | — | 13.21% | $39.4M | — |
As of 2025 Q4 — sorted by position size