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Ken Fisher’s ACWI Holdings & Trades

First Buy
Q2 2013
Duration Held
35 Quarters
Largest Add
Q1 2020
+23,171 Shares
Current Position
6,959 Shares
$984,663 Value

Ken Fisher's ACWI Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 6,959 shares of iShares MSCI ACWI ETF (ACWI) worth $984,663, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 35 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in ACWI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 23,171 shares. Largest reduction occurred in Q4 2019, reducing 47,422 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's iShares MSCI ACWI ETF (ACWI) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares MSCI ACWI ETF (ACWI) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +9,902 Add 0.00% 9,902 $49.99
Q3 2013 -9,902 Sold Out 0 $0.00
Q4 2013 +4,585 New Buy 4,585 $57.58
Q1 2014 -4,585 Sold Out 0 $0.00
Q4 2014 +11,115 New Buy 11,115 $58.48
Q1 2015 -11,115 Sold Out 0 $0.00
Q1 2016 +19,558 New Buy 19,558 $56.91
Q2 2016 +3,468 Add 17.73% 23,026 $56.94
Q3 2016 +6,299 Add 27.36% 29,325 $59.10
Q4 2016 +6,629 Add 22.61% 35,954 $59.16
Q1 2017 +8,103 Add 22.54% 44,057 $63.26
Q2 2017 +1,598 Add 3.63% 45,655 $65.49
Q3 2017 +2,859 Add 6.26% 48,514 $68.83
Q4 2017 +9,805 Add 20.21% 58,319 $72.09
Q1 2018 +11,873 Add 20.36% 70,192 $71.70
Q2 2018 +6,729 Add 9.59% 76,921 $71.12
Q3 2018 +5,734 Add 7.45% 82,655 $74.26
Q4 2018 +11,886 Add 14.38% 94,541 $64.16
Q1 2019 +10,405 Add 11.01% 104,946 $72.15
Q2 2019 +6,435 Add 6.13% 111,381 $73.71
Q3 2019 +5,102 Add 4.58% 116,483 $73.75
Q4 2019 -47,422 Reduce 40.71% 69,061 $79.25
Q1 2020 +23,171 Add 33.55% 92,232 $62.57
Q3 2020 -37,818 Reduce 41.00% 54,414 $79.92
Q4 2020 -34,023 Reduce 62.53% 20,391 $90.73
Q1 2021 -7,542 Reduce 36.99% 12,849 $95.18
Q2 2021 -158 Reduce 1.23% 12,691 $101.17
Q3 2021 +690 Add 5.44% 13,381 $99.92
Q4 2021 -499 Reduce 3.73% 12,882 $105.81
Q1 2022 +22 Add 0.17% 12,904 $99.81
Q2 2022 +83 Add 0.64% 12,987 $83.85
Q3 2022 -296 Reduce 2.28% 12,691 $77.85
Q4 2022 -12,691 Sold Out 0 $0.00
Q4 2025 +6,959 New Buy 6,959 $141.49

Ken Fisher's iShares MSCI ACWI ETF Investment FAQs

Ken Fisher first purchased iShares MSCI ACWI ETF (ACWI) in Q2 2013, acquiring 9,902 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held iShares MSCI ACWI ETF (ACWI) for 35 quarters since Q2 2013.

Ken Fisher's largest addition to iShares MSCI ACWI ETF (ACWI) was in Q1 2020, adding 92,232 shares worth $5.77 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 6,959 shares of iShares MSCI ACWI ETF (ACWI), valued at approximately $984,663.

As of the Q4 2025 filing, iShares MSCI ACWI ETF (ACWI) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in iShares MSCI ACWI ETF (ACWI) was 116,483 shares, as reported at the end of Q3 2019.