iShares MSCI ACWI Index Fund shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares MSCI ACWI Index Fund
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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.6M | 75k | 128.60 |
| 2025-03-31 | $4.4M | 38k | 116.39 |
| 2024-12-31 | $4.4M | 38k | 117.50 |
| 2024-09-30 | $4.4M | 37k | 119.55 |
| 2024-03-31 | $4.0M | 37k | 110.13 |
| 2023-12-31 | $3.8M | 38k | 101.77 |
| 2023-09-30 | $3.8M | 41k | 92.37 |
| 2023-06-30 | $3.9M | 40k | 95.94 |
| 2023-03-31 | $3.7M | 40k | 91.16 |
| 2022-12-31 | $3.6M | 43k | 84.88 |
| 2022-09-30 | $3.1M | 39k | 77.82 |
| 2022-06-30 | $2.6M | 31k | 83.92 |
| 2022-03-31 | $3.3M | 33k | 99.78 |
| 2021-12-31 | $4.0M | 38k | 105.77 |
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