iShares MSCI ACWI Index Fund shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in iShares MSCI ACWI Index Fund
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All positions including iShares MSCI ACWI Index Fund held by Amplius Wealth Advisors 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 Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.4M | 68k | 110.13 |
| 2023-12-31 | $8.0M | 79k | 101.77 |
| 2023-09-30 | $7.3M | 80k | 92.37 |
| 2023-06-30 | $7.7M | 80k | 95.94 |
| 2023-03-31 | $8.8M | 96k | 91.16 |
| 2022-12-31 | $9.1M | 107k | 84.88 |
| 2022-09-30 | $23M | 299k | 77.83 |
| 2022-06-30 | $23M | 271k | 83.89 |
| 2022-03-31 | $39M | 389k | 99.78 |
| 2021-12-31 | $54M | 514k | 105.78 |