Ownership history in Waldron Private Wealth LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Waldron Private Wealth LLC reported a position in ISHARES MSCI ACWI INDEX FUND (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 199,089 | +11 | +0.0% | 1.11% | $28.2M | $141.49 |
| 2025 Q3 | REDUCED | 199,078 | -1,117 | -0.6% | 1.12% | $27.5M | $137.04 |
| 2025 Q2 | REDUCED | 200,195 | -89 | -0.0% | 1.12% | $25.7M | $127.48 |
| 2025 Q1 | ADDED | 200,284 | +1,014 | +0.5% | 1.10% | $23.3M | $114.49 |
| 2024 Q4 | REDUCED | 199,270 | -27 | -0.0% | 0.94% | $23.4M | $115.58 |
| 2024 Q3 | REDUCED | 199,297 | -745 | -0.4% | 0.99% | $23.8M | $116.58 |
| 2024 Q2 | ADDED | 200,042 | +1,250 | +0.6% | 1.01% | $22.5M | $109.60 |
| 2024 Q1 | ADDED | 198,792 | +48 | +0.0% | 0.99% | $21.9M | $106.50 |
| 2023 Q4 | ADDED | 198,744 | +6,876 | +3.6% | 0.96% | $20.2M | $98.41 |
| 2023 Q3 | ADDED | 191,868 | +2,462 | +1.3% | 0.92% | $17.7M | $88.48 |
As of 2025 Q4 — sorted by position size