ACWI ISHARES TR

Ownership history in Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York  ·  4 quarters on record

This page tracks every 13F SEC filing in which Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 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
81.72% (2025 Q1)
Avg. % of fund
49.55%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 734,331 0% 43.03% $103.9M $141.49
2025 Q3 ADDED 734,331 +389,229 +112.8% 43.38% $101.5M $137.04
2025 Q2 REDUCED 345,102 -1,198,541 -77.6% 30.09% $44.4M $127.48
2025 Q1 INITIATED 1,543,643 81.72% $179.7M $114.49
% of Fund (quarterly)    ACWI price (monthly, adj. close)
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