JFG Wealth Management »

iShares MSCI ACWI Index Fund shares owned by JFG Wealth Management

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by JFG Wealth Management from 13F filings

Historical chart of JFG Wealth Management 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 JFG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI ACWI Index Fund by JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $455k 4.1k 110.13
2023-12-31 $407k 4.0k 101.77
2023-09-30 $370k 4.0k 92.37
2023-06-30 $384k 4.0k 95.94
2023-03-31 $365k 4.0k 91.16

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Accolade (ACCD)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Em Mkt Sm-cp Etf (EEMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)

View all positions for JFG Wealth Management

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