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iShares MSCI ACWI Index Fund shares owned by OptiFour Integrated Wealth Management

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

Historical chart of OptiFour Integrated 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 OptiFour Integrated 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 OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $211k 2.7k 79.14

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding iShares MSCI ACWI Index Fund

Morgan Stanley
Johns Hopkins University
Bank of America Corporation
Goldman Sachs Group
MKP Capital Management
Bnp Paribas Arbitrage, Snc
P/E Global
OVERSEA-CHINESE BANKING Corp
Sageworth Trust Company
ICONIQ Capital
Sarasin & Partners
Pnc Financial Services
Wells Fargo & Company
Sequoia Financial Advisors
Allianz Asset Management

View all funds holding iShares MSCI ACWI Index Fund