ACWX — ISHARES TR

Ownership history in SYNTAX RESEARCH, INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. reported a position in ISHARES TR (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
5.63% (2023 Q3)
Avg. % of fund
3.36%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,976 -2,794 -6.4% 1.70% $2.8M $67.13
2025 Q3 REDUCED 43,770 -86 -0.2% 1.83% $2.8M $64.00
2025 Q2 REDUCED 43,856 -25,632 -36.9% 1.90% $2.7M $59.99
2025 Q1 REDUCED 69,488 -38,947 -35.9% 2.66% $3.9M $53.82
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWX price (monthly, adj. close)

Other funds also holding ACWX

As of 2025 Q4 — sorted by position size

WHI TRUST Co LLC 27.33% Cliffwater LLC 3Y 7Y 14.78% Resolute Advisors LLC 3Y 10.37% FSA WEALTH PARTNERS, INC. 3Y 7Y 10.0% TLWM 3Y 7Y 9.54% Winthrop Advisory Group LLC 3Y 7Y 6.4% Abundance Wealth Counselors 3Y 7Y 5.86% Midwestern Financial, LLC /IA 5.65% Financial Council, LLC 3Y 5.65% Ehrenkranz Partners L.P. 5.43%
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