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iShares MSCI ACWI Index Fund shares owned by Plan Group Financial

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in iShares MSCI ACWI Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI Index Fund held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 73k 110.13
2023-12-31 $6.6M 65k 101.77
2023-09-30 $13M 144k 92.37
2023-06-30 $5.0M 52k 95.94

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

Top funds holding iShares MSCI ACWI Index Fund

Morgan Stanley
Jane Street
MKP Capital Management
Johns Hopkins University
Hudson Bay Capital Management
Bank of America Corporation
UBS Group
OVERSEA-CHINESE BANKING Corp
P/E Global
Bnp Paribas Arbitrage, Snc
National Bank Of Canada /fi/
Sageworth Trust Company
ICONIQ Capital
CIBC World Markets
Cibc World Markets

View all funds holding iShares MSCI ACWI Index Fund