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iShares MSCI ACWI Index Fund shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 80k 119.55
2024-06-30 $8.7M 77k 112.40
2024-03-31 $8.1M 73k 110.13
2023-12-31 $6.6M 65k 101.77
2023-09-30 $13M 144k 92.37
2023-06-30 $5.0M 52k 95.94

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

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