ACWX β€” ISHARES TR

Ownership history in Savant Capital, LLC  Β·  13 quarters on record

AI Ownership Summary

Savant Capital, LLC reported ISHARES TR (ACWX) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows ACWX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Savant Capital, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ACWX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Savant Capital, LLC held ACWX β€” position size vs. price
% of Fund (quarterly)    ACWX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 55,395 -19,489 -26.0% 0.02% $3.6M 2025-11-05 $65.04
2025 Q2 ADDED 74,884 +55,479 +285.9% 0.03% $4.6M 2025-08-06 $60.34
2025 Q1 UNCHANGED 19,405 β€” 0% 0.01% $1.1M 2025-05-08 $55.93
2024 Q4 ADDED 19,405 +925 +5.0% 0.01% $1.0M 2025-01-29 $52.30
2024 Q3 UNCHANGED 18,480 β€” 0% 0.01% $1.1M 2024-11-04 $52.47
2024 Q1 UNCHANGED 18,480 β€” 0% 0.01% $987K 2024-05-06 $50.67
2023 Q4 REDUCED 18,480 -256 -1.4% 0.01% $943K 2024-02-05 $47.21
2023 Q3 ADDED 18,736 +256 +1.4% 0.01% $881K 2023-11-07 $43.99
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Savant Capital, LLC and ACWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Savant Capital, LLC reported owning ACWX?

Savant Capital, LLC reported ACWX across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ACWX position in Savant Capital, LLC's portfolio?

The largest reported portfolio weight for ACWX was 0.03% in 2025 Q2.

What is the latest reported ACWX position on this page?

The most recent filing on this page is 2025 Q3, when Savant Capital, LLC reported 55,395 shares, equal to 0.02% of portfolio, with an estimated market value of $3.6M.

What does the chart on this ACWX ownership page compare?

The chart compares Savant Capital, LLC's quarterly ACWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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