Lynx Investment Advisory ACWI β€” ISHARES MSCI ACWI ETF

Ownership history in Lynx Investment Advisory  Β·  2 quarters on record

AI Ownership Summary

Lynx Investment Advisory reported ISHARES MSCI ACWI ETF (ACWI) in 2 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.67% in 2026 Q2. The latest visible filing shows ACWI at 0.67% 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 Lynx Investment Advisory's position in ISHARES MSCI ACWI ETF, 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 Q2

ACWI was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How Lynx Investment Advisory held ACWI β€” position size vs. price
% of Fund (quarterly)    ACWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 12,983 +12,108 +1383.8% 0.67% $2.0M 2026-07-27 $154.61
2024 Q2 INITIATED β€” β€” β€” 875 β€” β€” 0.07% $98K 2024-07-09 $111.06

FAQ About Lynx Investment Advisory and ACWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lynx Investment Advisory reported owning ACWI?

Lynx Investment Advisory reported ACWI across 2 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported ACWI position in Lynx Investment Advisory's portfolio?

The largest reported portfolio weight for ACWI was 0.67% in 2026 Q2.

What is the latest reported ACWI position on this page?

The most recent filing on this page is 2026 Q2, when Lynx Investment Advisory reported 12,983 shares, equal to 0.67% of portfolio, with an estimated market value of $2.0M.

What does the chart on this ACWI ownership page compare?

The chart compares Lynx Investment Advisory'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.

← Back to Lynx Investment Advisory Holdings