SEC 13F Intelligence

Channel Wealth LLC / ACWI

Channel Wealth LLC’s Ishares Tr Position

Does Channel Wealth LLC own Ishares Tr (ACWI)? Yes — 64.8K shares worth $9M (+2.17% of its 13F portfolio) as of Q1 2026, down from 68.9K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
64.8K
% of Portfolio
+2.17%
Quarters Held
3
currently held

Position History ACWI

Reported value by quarter
Q3 ’25: $9MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.8K$9M+2.17%
Q4 202568.9K$10M+2.47%
Q3 202564.9K$9M+2.40%

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