SEC 13F Intelligence

Usadvisors Wealth Management, LLC / ACWI

Usadvisors Wealth Management, LLC’s Ishares Tr Position

Does Usadvisors Wealth Management, LLC own Ishares Tr (ACWI)? Yes — 31.2K shares worth $4M (+1.39% of its 13F portfolio) as of Q1 2026, up from 30.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
31.2K
% of Portfolio
+1.39%
Quarters Held
23
currently held

Position History ACWI

Reported value by quarter
Q2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.2K$4M+1.39%
Q4 202530.7K$4M+1.43%
Q3 202531.8K$4M+1.51%
Q2 202534.8K$4M+1.67%
Q1 202535.3K$4M+1.43%
Q4 202440.7K$5M+1.56%
Q3 202443.0K$5M+1.80%
Q2 202444.7K$5M+1.77%
Q1 202447.1K$5M+1.96%
Q4 202349.1K$5M+2.07%
Q3 202353.2K$5M+2.19%
Q2 202347.3K$5M+2.15%
Q1 202357.9K$5M+2.51%
Q4 202260.9K$5M+2.50%
Q3 202261.8K$5M+2.46%
Q2 202262.6K$5M+2.63%
Q4 202176.7K$8M+3.30%
Q3 202180.8K$8M+3.50%
Q2 202169.1K$7M+3.80%
Q1 202177.6K$7M+3.57%
Q4 202057.4K$5M+2.50%
Q3 202064.8K$5M+0.80%
Q2 202064.6K$5M+2.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of ACWI.