Amplius Wealth Advisors, LLC / ACWI
Amplius Wealth Advisors, LLC’s Ishares Tr Position
Does Amplius Wealth Advisors, LLC own Ishares Tr (ACWI)? Yes — 86.4K shares worth $12M (+1.00% of its 13F portfolio) as of Q1 2026, down from 86.4K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
86.4K
% of Portfolio
+1.00%
Quarters Held
18
currently held
Position History ACWI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 86.4K | $12M | +1.00% |
| Q4 2025 | 86.4K | $12M | +1.03% |
| Q3 2025 | 81.2K | $11M | +0.97% |
| Q2 2025 | 106.4K | $14M | +1.27% |
| Q1 2025 | 70.4K | $8M | +0.85% |
| Q4 2024 | 70.8K | $8M | +0.85% |
| Q3 2024 | 64.2K | $8M | +0.84% |
| Q2 2024 | 66.0K | $7M | +0.83% |
| Q1 2024 | 67.6K | $7M | +0.83% |
| Q4 2023 | 78.7K | $8M | +0.97% |
| Q3 2023 | 79.5K | $7M | +0.98% |
| Q2 2023 | 80.0K | $8M | +1.03% |
| Q1 2023 | 96.0K | $9M | +1.26% |
| Q4 2022 | 107.1K | $9M | +1.45% |
| Q3 2022 | 298.9K | $23M | +4.16% |
| Q2 2022 | 271.4K | $23M | +3.68% |
| Q1 2022 | 388.5K | $39M | +5.96% |
| Q4 2021 | 513.8K | $54M | +7.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amplius Wealth Advisors, LLC’s full portfolio or all institutional holders of ACWI.