A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,265,639 shares of ACWI stock, worth $150 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
1,265,639
Previous 1,236,631 2.35%
Holding current value
$150 Million
Previous $139 Million 8.86%
% of portfolio
1.69%
Previous 1.72%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$107.24 - $119.84 $3.11 Million - $3.48 Million
29,008 Added 2.35%
1,265,639 $151 Million
Q2 2024

Jul 15, 2024

BUY
$104.54 - $112.83 $5.6 Million - $6.05 Million
53,612 Added 4.53%
1,236,631 $139 Million
Q1 2024

Apr 30, 2024

BUY
$99.79 - $110.15 $4.13 Million - $4.56 Million
41,404 Added 3.63%
1,183,019 $130 Million
Q4 2023

Jan 25, 2024

BUY
$88.59 - $102.15 $8.75 Million - $10.1 Million
98,804 Added 9.47%
1,141,615 $116 Million
Q3 2023

Nov 08, 2023

BUY
$92.02 - $99.39 $1.91 Million - $2.06 Million
20,721 Added 2.03%
1,042,811 $96.3 Million
Q2 2023

Aug 08, 2023

BUY
$90.5 - $96.36 $19.1 Million - $20.3 Million
210,944 Added 26.01%
1,022,090 $98.1 Million
Q1 2023

Apr 24, 2023

BUY
$84.9 - $92.93 $966,756 - $1.06 Million
11,387 Added 1.42%
811,146 $73.9 Million
Q4 2022

Feb 10, 2023

BUY
$77.52 - $89.8 $104,264 - $120,781
1,345 Added 0.17%
799,759 $67.9 Million
Q4 2022

Jan 17, 2023

BUY
$77.52 - $89.8 $12.4 Million - $14.3 Million
159,315 Added 24.93%
798,414 $0
Q3 2022

Oct 26, 2022

SELL
$77.83 - $92.7 $1.48 Million - $1.77 Million
-19,056 Reduced 2.9%
639,099 $49.7 Million
Q2 2022

Jul 22, 2022

SELL
$81.93 - $101.4 $1.62 Million - $2 Million
-19,717 Reduced 2.91%
658,155 $55.2 Million
Q1 2022

May 13, 2022

BUY
$92.11 - $106.34 $7.91 Million - $9.13 Million
85,868 Added 14.5%
677,872 $67.6 Million
Q4 2021

Feb 11, 2022

BUY
$99.52 - $107.23 $45.6 Million - $49.2 Million
458,381 Added 343.04%
592,004 $62.6 Million
Q3 2021

Oct 26, 2021

SELL
$99.44 - $105.29 $36.8 Million - $39 Million
-370,292 Reduced 73.48%
133,623 $13.4 Million
Q2 2021

Jul 27, 2021

BUY
$96.39 - $101.59 $13.4 Million - $14.1 Million
138,942 Added 38.07%
503,915 $51 Million
Q1 2021

May 14, 2021

BUY
$90.22 - $96.52 $8.81 Million - $9.42 Million
97,645 Added 36.53%
364,973 $34.7 Million
Q4 2020

Feb 12, 2021

BUY
$78.14 - $90.72 $5.51 Million - $6.39 Million
70,470 Added 35.8%
267,328 $24.3 Million
Q3 2020

Oct 23, 2020

BUY
$74.27 - $84.01 $4.01 Million - $4.54 Million
54,019 Added 37.82%
196,858 $15.7 Million
Q2 2020

Aug 11, 2020

BUY
$59.7 - $77.34 $1.29 Million - $1.67 Million
21,572 Added 17.79%
142,839 $10.5 Million
Q1 2020

May 11, 2020

BUY
$54.33 - $81.73 $1.78 Million - $2.67 Million
32,718 Added 36.95%
121,267 $7.59 Million
Q4 2019

Feb 13, 2020

BUY
$71.68 - $79.55 $581,253 - $645,070
8,109 Added 10.08%
88,549 $7.02 Million
Q3 2019

Oct 22, 2019

BUY
$70.15 - $75.05 $839,555 - $898,198
11,968 Added 17.48%
80,440 $5.93 Million
Q2 2019

Jul 31, 2019

BUY
$70.09 - $74.72 $1.09 Million - $1.16 Million
15,534 Added 29.34%
68,472 $5.05 Million
Q1 2019

May 13, 2019

BUY
$63.05 - $72.85 $966,556 - $1.12 Million
15,330 Added 40.76%
52,938 $3.82 Million
Q4 2018

Feb 14, 2019

SELL
$61.18 - $74.47 $64,606 - $78,640
-1,056 Reduced 2.73%
37,608 $2.41 Million
Q3 2018

Nov 14, 2018

SELL
$70.85 - $74.69 $13,886 - $14,639
-196 Reduced 0.5%
38,664 $2.87 Million
Q2 2018

Aug 14, 2018

SELL
$70.26 - $74.19 $122,111 - $128,942
-1,738 Reduced 4.28%
38,860 $2.76 Million
Q1 2018

May 14, 2018

SELL
$69.83 - $77.54 $100,136 - $111,192
-1,434 Reduced 3.41%
40,598 $2.91 Million
Q4 2017

Feb 13, 2018

BUY
$68.9 - $72.63 $334,785 - $352,909
4,859 Added 13.07%
42,032 $3.03 Million
Q3 2017

Nov 13, 2017

BUY
$68.26 - $68.82 $133,653 - $134,749
1,958 Added 5.56%
37,173 $2.56 Million
Q2 2017

Aug 09, 2017

BUY
N/A
35,215
35,215 $2.31 Million

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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