A detailed history of Capital Advisors Inc transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Capital Advisors Inc holds 921,895 shares of ACWI stock, worth $115 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
921,895
Previous 690,336 33.54%
Holding current value
$115 Million
Previous $81.1 Million 32.28%
% of portfolio
2.19%
Previous 1.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
$115.16 - $124.13 $26.7 Million - $28.7 Million
231,559 Added 33.54%
921,895 $107 Million
Q4 2024

Jan 29, 2025

BUY
$117.05 - $123.03 $2.22 Million - $2.34 Million
18,999 Added 2.83%
690,336 $81.1 Million
Q3 2024

Oct 28, 2024

BUY
$107.24 - $119.84 $1.75 Million - $1.95 Million
16,313 Added 2.49%
671,337 $80.3 Million
Q2 2024

Jul 31, 2024

BUY
$104.54 - $112.83 $68.5 Million - $73.9 Million
655,024 New
655,024 $73.6 Million

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
Track This Portfolio

Track Capital Advisors Inc Portfolio

Follow Capital Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Inc with notifications on news.