ACWI ISHARES TR

Ownership history in Quantitative Strategies, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Quantitative Strategies, 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
0.47% (2024 Q4)
Avg. % of fund
0.41%
First filed
2023 Q2
Last filed
2024 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 7,488 +550 +7.9% 0.47% $880K $115.58
2024 Q3 ADDED 6,938 +1,149 +19.8% 0.44% $829K $116.58
2024 Q2 REDUCED 5,789 -221 -3.7% 0.37% $651K $109.60
2024 Q1 REDUCED 6,010 -62 -1.0% 0.38% $662K $106.50
2023 Q4 REDUCED 6,072 -250 -4.0% 0.37% $618K $98.41
2023 Q3 REDUCED 6,322 -150 -2.3% 0.39% $584K $88.48
2023 Q2 INITIATED 6,472 0.42% $621K $91.90
% of Fund (quarterly)    ACWI price (monthly, adj. close)
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