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iShares MSCI ACWI Index Fund shares owned by Private Advisory

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Private Advisory from 13F filings

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 1.7k 138.24
2025-06-30 $225k 1.7k 128.60
2025-03-31 $203k 1.7k 116.39
2024-12-31 $205k 1.7k 117.50
2024-09-30 $209k 1.7k 119.55

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View all positions for Private Advisory

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