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
Other major holders of ACWI: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1.2M |
-3.9% |
| $165.8M |
| 0.9% |
| $143.68 |
0 |
| 2025-Q4 | Decreased | 1.2M | -3.6% | $176.4M | 1.0% | $142.41 | 0 |
| 2025-Q3 | Decreased | 1.3M | -2.5% | $178.8M | 1.1% | $136.48 | 0 |
| 2025-Q2 | Increased | 1.3M | +17.9% | $170.5M | 1.2% | $126.92 | 56 |
| 2025-Q1 | Decreased | 1.1M | -13.4% | $130.9M | 1.0% | $114.34 | 0 |
| 2024-Q4 | Increased | 1.3M | +2.6% | $152.7M | 1.5% | $115.90 | 49 |
| 2024-Q3 | Increased | 1.3M | +2.4% | $151.3M | 1.6% | $116.59 | 49 |
| 2024-Q2 | Increased | 1.2M | +4.5% | $139M | 1.7% | $109.60 | 50 |