ACWI — ISHARES TR MSCI ACWI ETF

Ownership history in Plan Group Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Plan Group Financial, LLC reported a position in ISHARES TR MSCI ACWI ETF (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
9.58% (2023 Q3)
Avg. % of fund
5.12%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 97,029 -3,403 -3.4% 3.56% $13.7M $141.49
2025 Q3 REDUCED 100,432 -2,492 -2.4% 3.73% $13.9M $137.04
2025 Q2 REDUCED 102,924 -7,844 -7.1% 4.35% $13.2M $127.48
2025 Q1 ADDED 110,768 +31,919 +40.5% 4.60% $12.9M $114.49
7 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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