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ACWI
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Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES TR

Sequoia Financial Advisors, LLC holds 1.2M shares of ACWI (ISHARES TR), worth $165.8M as of 2026-Q1. The position was decreased (-3.9% shares). ACWI represents 0.9% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$165.8M

Current Shares

1.2M

Total Value Change

+$26.8M

Total Shares Change

-38,735

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-3.9%
$165.8M0.9%$143.68
0
2025-Q4
Decreased
1.2M
-3.6%
$176.4M1.0%$142.41
0
2025-Q3
Decreased
1.3M
-2.5%
$178.8M1.1%$136.48
0
2025-Q2
Increased
1.3M
+17.9%
$170.5M1.2%$126.92
56
2025-Q1
Decreased
1.1M
-13.4%
$130.9M1.0%$114.34
0
2024-Q4
Increased
1.3M
+2.6%
$152.7M1.5%$115.90
49
2024-Q3
Increased
1.3M
+2.4%
$151.3M1.6%$116.59
49
2024-Q2
Increased
1.2M
+4.5%
$139M1.7%$109.60
50

Other major holders of ACWI: MORGAN STANLEY, UBS Group AG, BNP PARIBAS FINANCIAL MARKETS

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