iShares MSCI ACWI Index Fund shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in iShares MSCI ACWI Index Fund
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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.4M | 15k | 92.37 |
| 2023-06-30 | $1.4M | 15k | 95.94 |
| 2023-03-31 | $1.4M | 15k | 91.16 |
| 2022-12-31 | $1.3M | 15k | 88.67 |
| 2022-09-30 | $1.1M | 14k | 78.41 |
| 2022-06-30 | $1.3M | 16k | 83.89 |
| 2022-03-31 | $1.7M | 17k | 98.99 |
| 2021-12-31 | $1.7M | 16k | 105.80 |
| 2021-09-30 | $1.5M | 15k | 101.57 |
| 2021-06-30 | $1.4M | 14k | 101.64 |
| 2021-03-31 | $1.2M | 13k | 98.25 |
| 2020-12-31 | $1.2M | 13k | 93.45 |
| 2020-09-30 | $1.0M | 13k | 81.24 |
| 2020-06-30 | $1.5M | 21k | 74.28 |
| 2020-03-31 | $1.2M | 20k | 62.59 |
| 2019-12-31 | $1.5M | 19k | 81.11 |
| 2019-09-30 | $3.6M | 51k | 71.68 |
| 2019-06-30 | $3.8M | 52k | 74.29 |
| 2019-03-31 | $3.9M | 53k | 73.03 |
| 2018-12-31 | $3.4M | 53k | 64.16 |
| 2018-09-30 | $4.0M | 54k | 74.26 |
| 2018-06-30 | $3.8M | 53k | 71.70 |
| 2018-03-31 | $3.8M | 53k | 71.71 |
| 2017-12-31 | $1.0M | 14k | 72.09 |
| 2017-06-30 | $380k | 5.8k | 65.44 |
| 2017-03-31 | $282k | 4.5k | 63.29 |
| 2016-12-31 | $335k | 5.7k | 59.11 |
| 2016-09-30 | $336k | 5.7k | 59.15 |
| 2016-06-30 | $307k | 5.5k | 56.20 |