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ACWI
Showing 8 of 26 quarters

Position history for IEQ CAPITAL, LLC's holdings in ISHARES TR

IEQ CAPITAL, LLC holds 770,683 shares of ACWI (ISHARES TR), worth $106.6M as of 2026-Q1. The position was increased (+11.8% shares). ACWI represents 0.5% of IEQ CAPITAL, LLC's portfolio.

Current Value

$106.6M

Current Shares

770,683

Total Value Change

+$91.1M

Total Shares Change

+632,276

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
770,683
+11.8%
$106.6M0.5%$143.68
40
2025-Q4
Increased
689,106
+12.1%
$97.5M0.3%$142.41
40
2025-Q3
Increased
614,643
+13.4%
$85M0.3%$136.48
40
2025-Q2
Increased
542,081
+8.3%
$69.7M0.4%$126.92
38
2025-Q1
Increased
500,305
+303.4%
$58.2M0.5%$114.34
57
2024-Q4
Decreased
124,032
-0.4%
$14.6M0.1%$115.90
0
2024-Q3
Decreased
124,528
-10.0%
$14.9M0.2%$116.59
0
2024-Q2
Increased
138,407
+8.0%
$15.6M0.2%$109.60
36

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

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