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iShares MSCI ACWI Index Fund shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth Advisors 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 Lifelong Wealth Advisors 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 12k 138.24
2025-06-30 $1.6M 12k 128.60
2025-03-31 $1.4M 12k 116.39
2024-12-31 $1.5M 12k 117.50

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

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