Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Msci Acwi ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 8,586 shares of ACWI stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,586
Previous 6,717 27.82%
Holding current value
$1.19 Million
Previous $781,000 41.36%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 21, 2025
BUY
$103.59 - $128.6 $193,609 - $240,353
1,869 Added 27.82%
8,586 $1.1 Million
Q1 2025

May 08, 2025
SELL
$115.16 - $124.13 $1,727 - $1,861
-15 Reduced 0.22%
6,717 $781,000
Q4 2024

Jan 21, 2025
BUY
$117.05 - $123.03 $3,979 - $4,183
34 Added 0.51%
6,732 $791,000
Q3 2024

Oct 31, 2024
BUY
$107.24 - $119.84 $101,556 - $113,488
947 Added 16.47%
6,698 $800,000
Q2 2024

Aug 09, 2024
BUY
$104.54 - $112.83 $23,312 - $25,161
223 Added 4.03%
5,751 $646,000
Q1 2024

May 06, 2024
SELL
$99.79 - $110.15 $10,278 - $11,345
-103 Reduced 1.83%
5,528 $608,000
Q4 2023

Feb 06, 2024
BUY
$88.59 - $102.15 $66,088 - $76,203
746 Added 15.27%
5,631 $573,000
Q3 2023

Nov 02, 2023
BUY
$92.02 - $99.39 $3,220 - $3,478
35 Added 0.72%
4,885 $451,000
Q2 2023

Aug 11, 2023
BUY
$90.5 - $96.36 $4,072 - $4,336
45 Added 0.94%
4,850 $465,000
Q4 2022

Feb 07, 2023
BUY
$77.52 - $89.8 $75,582 - $87,555
975 Added 25.46%
4,805 $407,000
Q3 2022

Nov 02, 2022
BUY
$77.83 - $92.7 $1,945 - $2,317
25 Added 0.66%
3,830 $298,000
Q2 2022

Aug 02, 2022
BUY
$81.93 - $101.4 $81,274 - $100,588
992 Added 35.26%
3,805 $319,000
Q1 2022

May 13, 2022
SELL
$92.11 - $106.34 $2,486 - $2,871
-27 Reduced 0.95%
2,813 $281,000
Q4 2021

Feb 14, 2022
BUY
$99.52 - $107.23 $1,592 - $1,715
16 Added 0.57%
2,840 $300,000
Q3 2021

Nov 02, 2021
SELL
$99.44 - $105.29 $3,977 - $4,211
-40 Reduced 1.4%
2,824 $282,000
Q2 2021

Aug 12, 2021
SELL
$96.39 - $101.59 $30,652 - $32,305
-318 Reduced 9.99%
2,864 $290,000
Q1 2021

May 17, 2021
BUY
$90.22 - $96.52 $4,059 - $4,343
45 Added 1.43%
3,182 $303,000
Q4 2020

Feb 12, 2021
BUY
$78.14 - $90.72 $1,015 - $1,179
13 Added 0.42%
3,137 $285,000
Q3 2020

Nov 12, 2020
SELL
$74.27 - $84.01 $7,798 - $8,821
-105 Reduced 3.25%
3,124 $250,000
Q2 2020

Aug 12, 2020
BUY
$59.7 - $77.34 $1,373 - $1,778
23 Added 0.72%
3,229 $238,000
Q1 2020

May 11, 2020
BUY
$54.33 - $81.73 $174,181 - $262,026
3,206 New
3,206 $201,000

Others Institutions Holding ACWI

# of Institutions
827
Shares Held
72M
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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