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iShares MSCI ACWI Index Fund shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley 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 North Berkeley 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 81k 138.24
2025-06-30 $11M 83k 128.60
2025-03-31 $9.6M 82k 116.39
2024-12-31 $9.4M 80k 117.50

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

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