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iShares MSCI ACWI Index Fund shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 173k 101.77
2023-09-30 $20M 215k 92.37
2023-06-30 $24M 248k 95.94
2023-03-31 $22M 241k 91.16
2022-12-31 $66M 779k 84.88
2022-09-30 $24M 306k 77.83
2022-06-30 $29M 343k 83.89
2022-03-31 $31M 310k 99.78
2021-12-31 $34M 322k 105.78
2021-09-30 $32M 325k 99.92
2021-06-30 $34M 333k 101.19
2021-03-31 $33M 350k 95.15
2020-12-31 $32M 351k 90.72
2020-09-30 $28M 352k 79.92
2020-06-30 $26M 351k 73.72
2020-03-31 $21M 340k 62.57
2019-12-31 $27M 341k 79.25
2019-09-30 $25M 343k 73.75
2019-06-30 $21M 280k 73.71
2019-03-31 $20M 274k 72.15
2018-12-31 $17M 268k 64.16
2018-09-30 $20M 274k 74.26
2018-06-30 $17M 240k 71.12
2018-03-31 $17M 230k 71.70
2017-12-31 $16M 216k 72.09
2017-09-30 $15M 211k 68.82
2017-06-30 $14M 208k 65.46
2017-03-31 $13M 205k 63.26
2016-12-31 $12M 207k 59.17
2016-09-30 $11M 189k 59.10
2016-06-30 $10M 184k 56.00
2016-03-31 $10M 186k 56.06
2015-12-31 $8.6M 154k 55.82
2015-09-30 $6.9M 128k 53.94
2015-06-30 $6.0M 101k 59.45
2015-03-31 $4.7M 77k 61.74
2014-12-31 $3.4M 58k 58.49
2014-09-30 $2.6M 44k 58.90
2014-06-30 $1.7M 28k 60.25
2014-03-31 $311k 5.3k 58.20

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding iShares MSCI ACWI Index Fund

Goldman Sachs Group
UBS Group
MKP Capital Management
Bank of America Corporation
OVERSEA-CHINESE BANKING Corp
Bnp Paribas Arbitrage, Snc
National Bank Of Canada /fi/
Sageworth Trust Company
Wells Fargo & Company
Bank of Nova Scotia
Sarasin & Partners
Allianz Asset Management
Pnc Financial Services
Minot Capital
Sequoia Financial Advisors

View all funds holding iShares MSCI ACWI Index Fund