Compass Investment Advisers »

iShares MSCI ACWI Index Fund shares owned by Compass Investment Advisers

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

Historical chart of Compass Investment 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 Compass Investment Advisers 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 Compass Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $562k 4.8k 117.50

More positions owned by Compass Investment Advisers

Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Compass Investment Advisers

Top funds holding iShares MSCI ACWI Index Fund

Morgan Stanley
Phoenix Holdings
BlackRock
P/E Global
Sageworth Trust Company
Wells Fargo & Company
Pnc Financial Services
ICONIQ Capital
Jpmorgan Chase & Co
Sequoia Financial Advisors
Prudential
Allianz Asset Management
OVERSEA-CHINESE BANKING Corp
Capital Advisors
Bogart Wealth

View all funds holding iShares MSCI ACWI Index Fund