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iShares MSCI ACWI Index Fund shares owned by Lumature Wealth Partners

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

Historical chart of Lumature Wealth Partners 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 Lumature Wealth Partners 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 Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $23k 236 95.94
2023-03-31 $22k 236 91.16
2022-12-31 $20k 236 84.88
2022-09-30 $18k 236 76.27
2022-06-30 $20k 236 84.75
2022-03-31 $24k 236 101.69
2021-12-31 $25k 236 105.93
2021-09-30 $24k 236 101.69
2021-06-30 $31k 306 101.31
2021-03-31 $35k 364 96.15
2020-12-31 $33k 364 90.66