Alpha Advisors, LLC/VA ACWX β€” ISHARES TR

Ownership history in Alpha Advisors, LLC/VA  Β·  1 quarter on record

AI Ownership Summary

Alpha Advisors, LLC/VA reported ISHARES TR (ACWX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 2.7% in 2026 Q2. The latest visible filing shows ACWX at 2.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpha Advisors, LLC/VA's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ACWX was reported at 2.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alpha Advisors, LLC/VA held ACWX β€” position size vs. price
% of Fund (quarterly)    ACWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 47,288 β€” β€” 2.70% $3.6M 2026-08-13 $77.91

FAQ About Alpha Advisors, LLC/VA and ACWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alpha Advisors, LLC/VA reported owning ACWX?

Alpha Advisors, LLC/VA reported ACWX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported ACWX position in Alpha Advisors, LLC/VA's portfolio?

The largest reported portfolio weight for ACWX was 2.70% in 2026 Q2.

What is the latest reported ACWX position on this page?

The most recent filing on this page is 2026 Q2, when Alpha Advisors, LLC/VA reported 47,288 shares, equal to 2.70% of portfolio, with an estimated market value of $3.6M.

What does the chart on this ACWX ownership page compare?

The chart compares Alpha Advisors, LLC/VA's quarterly ACWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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