Balboa Wealth Partners Ishares Msci Acwi ETF Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 2,560 shares of ACWI stock, worth $347,417. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,560
Previous 2,529 1.23%
Holding current value
$347,417
Previous $294,000 11.9%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$103.59 - $128.6 $3,211 - $3,986
31 Added 1.23%
2,560 $329,000
Q1 2025

Apr 23, 2025
BUY
$115.16 - $124.13 $9,558 - $10,302
83 Added 3.39%
2,529 $294,000
Q4 2024

Feb 10, 2025
BUY
$117.05 - $123.03 $33,242 - $34,940
284 Added 13.14%
2,446 $287,000
Q3 2024

Nov 06, 2024
BUY
$107.24 - $119.84 $231,852 - $259,094
2,162 New
2,162 $258,000

Others Institutions Holding ACWI

# of Institutions
819
Shares Held
71.9M
Call Options Held
265K
Put Options Held
1.33M
View Full List

About ISHARES MSCI ACWI ETF

ACWI Quotes by TradingView
  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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