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iShares MSCI ACWI Index Fund shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors 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 SFMG Wealth Advisors 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $908k 7.6k 119.55
2024-06-30 $853k 7.6k 112.40
2024-03-31 $836k 7.6k 110.13
2023-12-31 $773k 7.6k 101.77

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

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