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iShares MSCI ACWI Index Fund shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group 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 Shum Financial Group 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 Shum Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 11k 118.85

More positions owned by Shum Financial Group

Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Home Depot (HD)

View all positions for Shum Financial Group

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