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iShares MSCI ACWI Index Fund shares owned by Heritage Wealth Management

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $251k 2.5k 101.77
2022-12-31 $1.8M 21k 84.88
2022-09-30 $877k 11k 77.86
2022-06-30 $1.1M 13k 83.89
2022-03-31 $1.4M 14k 99.76
2021-09-30 $1.5M 15k 99.90
2021-06-30 $1.6M 16k 101.19
2021-03-31 $1.8M 19k 95.15