iShares MSCI ACWI Index Fund shares owned by Peak Financial Management
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial 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 Peak Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares MSCI ACWI Index Fund by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 48k | 110.13 |
| 2023-12-31 | $4.9M | 48k | 101.77 |
| 2023-09-30 | $4.4M | 48k | 92.37 |
| 2023-06-30 | $4.6M | 48k | 95.94 |
| 2023-03-31 | $4.3M | 48k | 91.16 |
| 2022-12-31 | $4.1M | 49k | 84.88 |
| 2022-09-30 | $4.1M | 53k | 77.82 |
| 2022-06-30 | $4.8M | 57k | 83.90 |
| 2022-03-31 | $5.5M | 56k | 99.78 |
| 2021-12-31 | $5.8M | 55k | 105.78 |
| 2021-09-30 | $5.5M | 55k | 99.91 |
| 2021-06-30 | $5.7M | 56k | 101.19 |
| 2021-03-31 | $5.4M | 56k | 95.15 |
| 2020-12-31 | $5.3M | 58k | 90.72 |
| 2020-09-30 | $4.7M | 58k | 79.91 |
| 2020-06-30 | $4.3M | 58k | 73.72 |
| 2020-03-31 | $4.0M | 64k | 62.58 |
| 2019-12-31 | $4.6M | 58k | 79.24 |
| 2019-09-30 | $4.2M | 58k | 73.74 |
| 2019-06-30 | $4.2M | 57k | 73.71 |
| 2019-03-31 | $3.9M | 53k | 72.16 |
| 2018-12-31 | $3.1M | 48k | 64.17 |
| 2018-09-30 | $2.5M | 33k | 74.25 |
| 2018-06-30 | $1.7M | 24k | 71.14 |
| 2018-03-31 | $1.3M | 18k | 71.70 |
| 2016-06-30 | $5.1M | 92k | 56.23 |
| 2015-12-31 | $6.8M | 122k | 55.83 |