Roth Financial Partners LLC Ishares Msci Acwi ETF Transaction History

Roth Financial Partners LLC

$277 Million
Q2 2025

A detailed history of Roth Financial Partners LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 15,756 shares of ACWI stock, worth $2.03 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

15,756

Previous 15,802 0.29%

Holding current value

$2.03 Million

Previous $1.84 Million 10.17%

% of portfolio

0.73%

Previous 0.73%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$103.59 - $128.6 $4,765 - $5,915	-46 Reduced 0.29%	15,756 $2.03 Million
Q1 2025 Apr 18, 2025	SELL	$115.16 - $124.13 $27,177 - $29,294	-236 Reduced 1.47%	15,802 $1.84 Million
Q4 2024 Jan 14, 2025	SELL	$117.05 - $123.03 $8,193 - $8,612	-70 Reduced 0.43%	16,038 $1.88 Million
Q3 2024 Jan 14, 2025	BUY	$107.24 - $119.84 $7,506 - $8,388	70 Added 0.44%	16,108 $1.93 Million
Q4 2023 Jan 31, 2024	SELL	$88.59 - $102.15 $189,582 - $218,601	-2,140 Reduced 11.73%	16,108 $1.64 Million
Q3 2023 Oct 10, 2023	SELL	$92.02 - $99.39 $4,877 - $5,267	-53 Reduced 0.29%	18,248 $1.69 Million
Q1 2023 Apr 05, 2023	SELL	$84.9 - $92.93 $78,702 - $86,146	-927 Reduced 4.82%	18,301 $1.67 Million
Q4 2021 Jan 18, 2022	SELL	$99.52 - $107.23 $7,165 - $7,720	-72 Reduced 0.37%	19,228 $2.03 Million
Q1 2021 Apr 16, 2021	SELL	$90.22 - $96.52 $91,031 - $97,388	-1,009 Reduced 4.97%	19,300 $1.84 Million
Q4 2020 Jan 27, 2021	BUY	$78.14 - $90.72 $1.59 Million - $1.84 Million	20,309 New	20,309 $1.84 Million

Others Institutions Holding ACWI

# of Institutions

774

Shares Held

76M

Call Options Held

248K

Put Options Held

388K

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roth Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roth Financial Partners LLC with notifications on news.

Account

Roth Financial Partners LLC Ishares Msci Acwi ETF Transaction History