ACWX — ISHARES TR

Ownership history in OBSIDIAN CIO, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which OBSIDIAN CIO, LLC reported a position in ISHARES TR (ACWX). 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
0.07% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,073 +341 +4.4% 0.07% $525K $64.00
2025 Q2 ADDED 7,732 +1,720 +28.6% 0.07% $471K $59.99
2025 Q1 INITIATED 6,012 — — 0.05% $333K $53.82
% of Fund (quarterly)    ACWX price (monthly, adj. close)

Other funds also holding ACWX

As of 2025 Q4 — sorted by position size

WHI TRUST Co LLC 27.33% Cliffwater LLC 3Y 7Y 14.78% Resolute Advisors LLC 3Y 10.37% FSA WEALTH PARTNERS, INC. 3Y 7Y 10.0% TLWM 3Y 7Y 9.54% Winthrop Advisory Group LLC 3Y 7Y 6.4% Abundance Wealth Counselors 3Y 7Y 5.86% Midwestern Financial, LLC /IA 5.65% Financial Council, LLC 3Y 5.65% Ehrenkranz Partners L.P. 5.43%
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