ACWX ISHARES MSCI ACWI EX US INDEX FUND

Ownership history in Red Tortoise LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in ISHARES MSCI ACWI EX US INDEX FUND (ACWX). 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
1.68% (2022 Q1)
Avg. % of fund
1.39%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,050 +709 +1.5% 1.34% $3.2M $67.13
2025 Q3 UNCHANGED 46,341 0% 1.31% $3.0M $64.00
2025 Q2 ADDED 46,341 +630 +1.4% 1.36% $2.8M $59.99
2025 Q1 UNCHANGED 45,711 0% 1.31% $2.5M $53.82
2024 Q4 ADDED 45,711 +639 +1.4% 1.24% $2.4M $50.63
2024 Q3 UNCHANGED 45,072 0% 1.29% $2.6M $54.76
2024 Q2 ADDED 45,072 +645 +1.5% 1.29% $2.4M $50.84
2024 Q1 REDUCED 44,427 -41 -0.1% 1.32% $2.4M $50.35
2023 Q4 ADDED 44,468 +194 +0.4% 1.28% $2.3M $48.14
2023 Q3 UNCHANGED 44,274 0% 1.39% $2.1M $43.72
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWX price (monthly, adj. close)
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