ACWV β€” ISHARES INC

Ownership history in Tanglewood Wealth Management, Inc.  Β·  6 quarters on record

AI Ownership Summary

Tanglewood Wealth Management, Inc. reported ISHARES INC (ACWV) in 6 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 3.04% in 2025 Q1. The latest visible filing shows ACWV at 0.06% 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 ACWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tanglewood Wealth Management, Inc.'s position in ISHARES INC, 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

ACWV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.04% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

ACWV stock page Tanglewood Wealth Management, Inc. fund profile Tanglewood Wealth Management, Inc. full holdings
How Tanglewood Wealth Management, Inc. held ACWV β€” position size vs. price
% of Fund (quarterly)    ACWV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,058 -61 -1.2% 0.06% $607K 2025-10-30 $117.26
2025 Q2 REDUCED 5,119 -227,403 -97.8% 0.06% $607K 2025-07-21 $116.13
2025 Q1 ADDED 232,522 +230,537 +11614.0% 3.04% $27.1M 2025-04-14 $112.46
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ACWV

As of 2026 Q1 β€” sorted by position size

Cadent Capital Advisors, LLC 3Y 1.16% Selby Wealth Management, LLC 1.05% Bulwark Capital Corp 0.36% Dynamic Advisor Solutions LLC 3Y 7Y 0.3% Bond & Devick Financial Network, Inc. 3Y 0.28% Cassady Wealth & Retirement Planning, LLC 0.26% Investment Partners Asset Management, Inc. 0.24% Parisi Gray Wealth Management 3Y 7Y 0.08% Veery Capital, LLC 3Y 0.07% Holos Integrated Wealth LLC 0.05%

FAQ About Tanglewood Wealth Management, Inc. and ACWV

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

How long has Tanglewood Wealth Management, Inc. reported owning ACWV?

Tanglewood Wealth Management, Inc. reported ACWV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ACWV position in Tanglewood Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for ACWV was 3.04% in 2025 Q1.

What is the latest reported ACWV position on this page?

The most recent filing on this page is 2025 Q3, when Tanglewood Wealth Management, Inc. reported 5,058 shares, equal to 0.06% of portfolio, with an estimated market value of $607K.

What does the chart on this ACWV ownership page compare?

The chart compares Tanglewood Wealth Management, Inc.'s quarterly ACWV 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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