Capasso Planning Partners »

iShares MSCI ACWI Index Fund shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning 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 Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI ACWI Index Fund by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $414k 3.8k 110.12
2023-12-31 $337k 3.3k 101.76
2023-09-30 $284k 3.1k 92.36
2023-06-30 $322k 3.4k 95.93
2023-03-31 $292k 3.2k 91.15
2022-12-31 $239k 2.8k 84.87

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding iShares MSCI ACWI Index Fund

Morgan Stanley
Johns Hopkins University
Bnp Paribas Arbitrage, Snc
Barclays
Bank of America Corporation
Goldman Sachs Group
Jane Street
P/E Global
OVERSEA-CHINESE BANKING Corp
Sageworth Trust Company
MKP Capital Management
Hackensack Meridian Health
Sarasin & Partners
Pnc Financial Services
Capitolis Liquid Global Markets

View all funds holding iShares MSCI ACWI Index Fund