ACWI β€” ISHARES TR

Ownership history in PFW Advisors LLC  Β·  11 quarters on record

AI Ownership Summary

PFW Advisors LLC reported ISHARES TR (ACWI) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.06% in 2025 Q4. The latest visible filing shows ACWI at 1.06% 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 PFW Advisors LLC's position in ISHARES TR, 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 Q4

ACWI was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 PFW Advisors LLC held ACWI β€” position size vs. price
% of Fund (quarterly)    ACWI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,871 -362 -1.4% 1.06% $3.5M 2026-02-14 (Est.) $145.94
2025 Q3 ADDED 25,233 +211 +0.8% 1.03% $3.5M 2025-10-14 $136.48
2025 Q2 ADDED 25,022 +447 +1.8% 0.99% $3.2M 2025-07-09 $128.45
2025 Q1 ADDED 24,575 +358 +1.5% 0.90% $2.9M 2025-04-14 $110.81
2024 Q4 ADDED 24,217 +853 +3.7% 0.88% $2.8M 2025-01-13 $114.45
2024 Q3 ADDED 23,364 +1,551 +7.1% 0.84% $2.8M 2024-10-09 $116.56
2024 Q2 ADDED 21,813 +1,051 +5.1% 0.78% $2.5M 2024-07-10 $112.92
2024 Q1 ADDED 20,762 +3,194 +18.2% 0.70% $2.3M 2024-04-11 $105.41
2023 Q4 ADDED 17,568 +187 +1.1% 0.57% $1.8M 2024-01-22 $98.47
2023 Q3 UNCHANGED 17,381 β€” 0% 0.57% $1.6M 2023-10-16 $89.68
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About PFW Advisors LLC and ACWI

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

How long has PFW Advisors LLC reported owning ACWI?

PFW Advisors LLC reported ACWI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ACWI position in PFW Advisors LLC's portfolio?

The largest reported portfolio weight for ACWI was 1.06% in 2025 Q4.

What is the latest reported ACWI position on this page?

The most recent filing on this page is 2025 Q4, when PFW Advisors LLC reported 24,871 shares, equal to 1.06% of portfolio, with an estimated market value of $3.5M.

What does the chart on this ACWI ownership page compare?

The chart compares PFW Advisors LLC'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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