Waldron Private Wealth LLC / ACWI
Waldron Private Wealth LLC’s Ishares Tr Position
Does Waldron Private Wealth LLC own Ishares Tr (ACWI)? Yes — 199.4K shares worth $28M (+1.08% of its 13F portfolio) as of Q1 2026, up from 199.1K shares the prior filed quarter.
Position Value
$28M
Q1 2026
Shares
199.4K
% of Portfolio
+1.08%
Quarters Held
29
currently held
Position History ACWI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 199.4K | $28M | +1.08% |
| Q4 2025 | 199.1K | $28M | +1.11% |
| Q3 2025 | 199.1K | $28M | +1.12% |
| Q2 2025 | 200.2K | $26M | +1.12% |
| Q1 2025 | 200.3K | $23M | +1.10% |
| Q4 2024 | 199.3K | $23M | +0.94% |
| Q3 2024 | 199.3K | $24M | +0.99% |
| Q2 2024 | 198.7K | $20M | +0.96% |
| Q1 2024 | 198.8K | $22M | +0.99% |
| Q4 2023 | 198.7K | $20,226 | +0.96% |
| Q3 2023 | 191.9K | $17,722 | +0.92% |
| Q2 2023 | 189.4K | $18,171 | +0.91% |
| Q1 2023 | 189.9K | $17,312 | +0.84% |
| Q4 2022 | 189.9K | $14,782 | +0.92% |
| Q3 2022 | 189.9K | $15M | +0.92% |
| Q2 2022 | 185.6K | $16M | +0.87% |
| Q1 2022 | 185.2K | $18M | +0.95% |
| Q4 2021 | 184.5K | $20M | +0.96% |
| Q3 2021 | 185.4K | $19M | +1.08% |
| Q2 2021 | 185.4K | $19M | +1.20% |
| Q1 2021 | 185.4K | $18M | +1.23% |
| Q4 2020 | 185.4K | $17M | +1.25% |
| Q3 2020 | 184.7K | $15M | +1.26% |
| Q2 2020 | 184.7K | $14M | +1.20% |
| Q1 2020 | 179.1K | $11M | +1.19% |
| Q4 2019 | 4.4K | $349,000 | +0.03% |
| Q3 2019 | 4.4K | $325,000 | +0.03% |
| Q2 2019 | 4.8K | $352,000 | +0.04% |
| Q1 2019 | 4.7K | $340,000 | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waldron Private Wealth LLC’s full portfolio or all institutional holders of ACWI.