ACWI — ISHARES TR

Ownership history in PDS Planning, Inc  ·  22 quarters on record

This page tracks every 13F SEC filing in which PDS Planning, Inc 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
0.24% (2017 Q4)
Avg. % of fund
0.07%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,206 -16 -0.7% 0.02% $305K $137.04
2025 Q2 UNCHANGED 2,222 — 0% 0.02% $286K $127.48
2025 Q1 UNCHANGED 2,222 — 0% 0.02% $259K $114.49
2024 Q4 UNCHANGED 2,222 — 0% 0.02% $261K $115.58
2024 Q3 UNCHANGED 2,222 — 0% 0.02% $266K $116.58
2024 Q2 UNCHANGED 2,222 — 0% 0.03% $250K $109.60
2024 Q1 UNCHANGED 2,222 — 0% 0.03% $245K $106.50
2023 Q4 ADDED 2,222 +13 +0.6% 0.03% $226K $98.41
2023 Q3 UNCHANGED 2,209 — 0% 0.03% $204K $88.48
2023 Q2 UNCHANGED 2,209 — 0% 0.03% $212K $91.90
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWI price (monthly, adj. close)

Other funds also holding ACWI

As of 2025 Q4 — sorted by position size

Mass General Brigham, Inc 3Y 7Y 80.62% Granger Management LLC 3Y 69.49% HF Capital, LLC 44.67% Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 3Y 7Y 43.03% Verger Capital Management LLC 3Y 7Y 25.81% BRANDYWINE MANAGERS, LLC 3Y 7Y 20.54% P/E Global LLC 3Y 18.0% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 16.89% Topor & Co. Korea 16.46% Centerstone Investors, LLC 3Y 7Y 16.45%
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