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iShares MSCI ACWI Index Fund shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners 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 Quotient Wealth Partners 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $664k 5.6k 119.56
2024-06-30 $687k 6.1k 112.40
2024-03-31 $1.4M 13k 110.13
2023-12-31 $1.6M 16k 101.77

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Quotient Wealth Partners

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