ACWI — ISHARES TR

Ownership history in Phoenix Financial Ltd.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. 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
5.97% (2025 Q3)
Avg. % of fund
0.6%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,401,338 -1,846,637 -56.9% 2.15% $198.3M $141.49
2025 Q3 ADDED 3,247,975 +955,464 +41.7% 5.97% $449.1M $137.04
2025 Q2 ADDED 2,292,511 +2,289,391 +73377.9% 3.89% $294.8M $127.48
2025 Q1 REDUCED 3,120 -311 -9.1% 0.01% $363K $114.49
17 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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