Stonehaven Wealth & Tax Solutions, LLC Ishares Msci Acwi ETF Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 14,646 shares of ACWI stock, worth $2.05 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
14,646
Previous 13,838 5.84%
Holding current value
$2.05 Million
Previous $1.78 Billion 13.77%
% of portfolio
1.87%
Previous 1.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$128.32 - $138.41 $103,682 - $111,835
808 Added 5.84%
14,646 $2.02 Billion
Q2 2025

Aug 14, 2025
SELL
$103.59 - $128.6 $29,937 - $37,165
-289 Reduced 2.05%
13,838 $1.78 Billion
Q1 2025

May 15, 2025
BUY
$115.16 - $124.13 $495,763 - $534,379
4,305 Added 43.83%
14,127 $1.64 Billion
Q4 2024

Feb 13, 2025
BUY
$117.05 - $123.03 $1.15 Million - $1.21 Million
9,822 New
9,822 $1.15 Billion

Others Institutions Holding ACWI

# of Institutions
859
Shares Held
72.1M
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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