ACWI ISHARES TR

Ownership history in VPR Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which VPR Management LLC reported a position in ISHARES TR (ACWI). 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% (2025 Q2)
Avg. % of fund
2.75%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 43,700 0% 2.75% $6.2M $141.49
2025 Q3 REDUCED 43,700 -49,600 -53.2% 2.75% $6.0M $137.04
2025 Q2 ADDED 93,300 +10,000 +12.0% 5.63% $12.0M $127.48
2025 Q1 UNCHANGED 83,300 0% 4.71% $9.7M $114.49
2024 Q4 REDUCED 83,300 -2,900 -3.4% 5.10% $9.8M $115.58
2024 Q3 UNCHANGED 86,200 0% 3.59% $10.3M $116.58
2024 Q2 UNCHANGED 86,200 0% 3.62% $9.7M $109.60
2024 Q1 REDUCED 86,200 -21,900 -20.3% 2.63% $9.5M $106.50
2023 Q4 REDUCED 108,100 -21,000 -16.3% 2.86% $11.0M $98.41
2023 Q3 UNCHANGED 129,100 0% 3.16% $11.9M $88.48
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWI price (monthly, adj. close)
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