Ownership history in TLWM · 33 quarters on record
This page tracks every 13F SEC filing in which TLWM 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 776,716 | -38,154 | -4.7% | 9.54% | $52.1M | $67.13 |
| 2025 Q3 | ADDED | 814,870 | +2,748 | +0.3% | 9.52% | $53.0M | $64.00 |
| 2025 Q2 | REDUCED | 812,122 | -10,701 | -1.3% | 9.40% | $49.5M | $59.99 |
| 2025 Q1 | REDUCED | 822,823 | -723 | -0.1% | 9.12% | $45.6M | $53.82 |
As of 2025 Q4 — sorted by position size