ACWI β€” iShares MSCI ACWI ETF

Ownership history in NAVELLIER & ASSOCIATES INC  Β·  19 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported iShares MSCI ACWI ETF (ACWI) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows ACWI at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAVELLIER & ASSOCIATES INC'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
2025 Q3

ACWI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 NAVELLIER & ASSOCIATES INC held ACWI β€” position size vs. price
% of Fund (quarterly)    ACWI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,149 -361 -14.4% 0.03% $297K 2025-11-06 $138.13
2024 Q4 UNCHANGED 2,510 β€” 0% 0.04% $295K 2025-02-03 $118.25
2024 Q2 REDUCED 2,510 -404 -13.9% 0.03% $282K 2024-08-08 $107.30
2023 Q4 REDUCED 2,914 -2,338 -44.5% 0.04% $297K 2024-02-08 $101.00
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About NAVELLIER & ASSOCIATES INC and ACWI

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

How long has NAVELLIER & ASSOCIATES INC reported owning ACWI?

NAVELLIER & ASSOCIATES INC reported ACWI across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ACWI position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for ACWI was 0.04% in 2023 Q4.

What is the latest reported ACWI position on this page?

The most recent filing on this page is 2025 Q3, when NAVELLIER & ASSOCIATES INC reported 2,149 shares, equal to 0.03% of portfolio, with an estimated market value of $297K.

What does the chart on this ACWI ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC'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.

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