Wellspring Financial Advisors, LLC Ishares Msci Acwi ETF Transaction History

Wellspring Financial Advisors, LLC

  • $1.09 Trillion
  • Q3 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 9,492 shares of ACWI stock, worth $1.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,492
Previous 9,492 -0.0%
Holding current value
$1.33 Million
Previous $1.22 Billion 7.5%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Aug 13, 2025
SELL
$103.59 - $128.6 $8,287 - $10,288
-80 Reduced 0.84%
9,492 $1.22 Billion
Q1 2025

May 15, 2025
BUY
$115.16 - $124.13 $9,212 - $9,930
80 Added 0.84%
9,572 $1.11 Billion
Q1 2020

May 14, 2020
BUY
$54.33 - $81.73 $515,700 - $775,781
9,492 New
9,492 $594,000

Others Institutions Holding ACWI

# of Institutions
858
Shares Held
76.7M
Call Options Held
179K
Put Options Held
257K
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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