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iShares MSCI ACWI Index Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 135k 101.77
2023-09-30 $14M 147k 92.37
2023-06-30 $14M 148k 95.94
2023-03-31 $14M 148k 91.16
2022-12-31 $4.3M 51k 84.88
2022-09-30 $3.8M 49k 77.84
2022-06-30 $4.2M 50k 83.89
2022-03-31 $1.7M 17k 99.80
2021-12-31 $1.2M 11k 105.81
2021-09-30 $648k 6.5k 99.88
2021-06-30 $657k 6.5k 101.26
2021-03-31 $617k 6.5k 95.08
2020-12-31 $596k 6.6k 90.80
2020-09-30 $504k 6.3k 80.58
2020-06-30 $631k 8.5k 74.28
2020-03-31 $927k 16k 59.72
2019-12-31 $877k 11k 80.11
2019-09-30 $738k 10k 73.75
2019-06-30 $17k 237 71.73
2019-03-31 $23k 312 73.72
2018-12-31 $20k 312 64.10
2018-09-30 $80k 1.1k 73.80
2018-06-30 $29k 401 72.32
2018-03-31 $71k 1.0k 70.37
2017-12-31 $17k 237 71.73
2017-09-30 $16k 237 67.51
2017-06-30 $16k 237 67.51
2016-12-31 $30k 502 59.76
2016-09-30 $53k 935 56.68
2016-06-30 $70k 1.2k 56.36
2016-03-31 $70k 1.2k 56.36
2015-12-31 $69k 1.2k 55.56
2015-09-30 $63k 1.2k 53.75
2015-06-30 $126k 4.8k 26.25
2015-03-31 $70k 1.2k 60.02
2014-12-31 $69k 1.2k 58.87
2014-06-30 $91k 1.5k 60.23
2014-03-31 $111k 1.9k 58.15
2013-12-31 $87k 1.5k 57.62
2013-09-30 $64k 1.2k 53.92
2013-06-30 $536k 11k 50.05
2013-03-31 $526k 10k 50.71
2012-12-31 $499k 10k 48.11
2012-09-30 $490k 10k 47.24

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares MSCI ACWI Index Fund

Goldman Sachs Group
UBS Group
MKP Capital Management
Bank of America Corporation
OVERSEA-CHINESE BANKING Corp
National Bank Of Canada /fi/
Sageworth Trust Company
Wells Fargo & Company
Bank of Nova Scotia
Sarasin & Partners
Allianz Asset Management
Pnc Financial Services
Minot Capital
Fft Wealth Management
Sequoia Financial Advisors

View all funds holding iShares MSCI ACWI Index Fund