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iShares MSCI ACWI ex US Index Fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in iShares MSCI ACWI ex US Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI ex US Index Fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $847k 18k 47.01
2023-06-30 $887k 18k 49.22
2023-03-31 $878k 18k 48.77
2022-12-31 $605k 13k 45.50
2022-09-30 $532k 13k 40.05
2022-06-30 $598k 13k 45.01

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
UBS Group
New York State Common Retirement Fund
Sageworth Trust Company
Johnson Financial Group
German American Bancorp
Regions Bank
Factory Mutual Insurance Company
Goldman Sachs Group
TLWM
Wellington Management Company
Amg National Trust Bank
Calamos Wealth Management
Us Bancorp
Captrust Financial Advisors

View all funds holding iShares MSCI ACWI ex US Index Fund