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
Tip: Access up to 7 years of quarterly data
All positions including iShares MSCI ACWI Index Fund held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares MSCI ACWI Index Fund by Congress Wealth Management LLC / DE /
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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