ACWV — ISHARES INC

Ownership history in SYM FINANCIAL Corp  ·  23 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in ISHARES INC (ACWV). 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
0.8% (2022 Q3)
Avg. % of fund
0.46%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,207 +2,834 +6.7% 0.55% $5.4M $118.75
2025 Q3 ADDED 42,373 +2,563 +6.4% 0.54% $5.1M $118.63
2025 Q2 ADDED 39,810 +717 +1.8% 0.53% $4.7M $117.29
2025 Q1 ADDED 39,093 +1,594 +4.3% 0.56% $4.5M $113.97
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWV price (monthly, adj. close)

Other funds also holding ACWV

As of 2025 Q4 — sorted by position size

SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.07% ASPIRIANT, LLC 3Y 7Y 8.21% DORVAL Corp 6.67% Tacita Capital Inc 3Y 6.06% Ackerman Capital Advisors, LLC 3Y 7Y 3.09% Portland Financial Advisors Inc 3.07% IRON Financial LLC 3Y 7Y 2.85% BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3Y 2.42% Hudson Oak Wealth Advisory LLC 1.9% Financial Connections Group, Inc. 3Y 1.84%
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