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iShares MSCI ACWI Index Fund shares owned by Baystate Wealth Management

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

Historical chart of Baystate 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $108k 1.1k 101.79
2023-09-30 $98k 1.1k 92.42
2023-06-30 $1.6M 16k 95.94
2023-03-31 $115k 1.3k 91.18
2022-12-31 $82k 960 85.42
2022-09-30 $49k 632 77.53
2022-06-30 $94k 1.1k 83.85
2022-03-31 $46k 456 100.88
2021-12-31 $36k 343 104.96
2021-09-30 $13k 127 102.36
2021-06-30 $10k 100 100.00
2021-03-31 $10k 100 100.00
2018-06-30 $256k 3.6k 71.79
2018-03-31 $255k 3.5k 72.30
2017-12-31 $270k 3.5k 76.55
2017-09-30 $343k 4.9k 69.36
2017-06-30 $235k 3.5k 66.63
2017-03-31 $222k 3.5k 62.94
2016-12-31 $212k 3.5k 60.11
2016-09-30 $521k 8.8k 59.10
2016-06-30 $805k 14k 56.23
2016-03-31 $59M 1.0M 56.06
2015-12-31 $59M 1.1M 55.82
2015-09-30 $51M 951k 53.94
2015-06-30 $32M 537k 59.45
2015-03-31 $30M 500k 60.02
2014-12-31 $28M 479k 58.50
2014-09-30 $28M 478k 58.90
2014-06-30 $25M 414k 60.26
2014-03-31 $22M 383k 58.14
2013-12-31 $14M 249k 57.62
2013-09-30 $12M 226k 53.92
2013-06-30 $10M 205k 50.00
2012-12-31 $53k 1.1k 48.18

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding iShares MSCI ACWI Index Fund

Goldman Sachs Group
UBS Group
MKP Capital Management
Bank of America Corporation
OVERSEA-CHINESE BANKING Corp
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
Fft Wealth Management
Sequoia Financial Advisors

View all funds holding iShares MSCI ACWI Index Fund