iShares MSCI ACWI Index Fund shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares MSCI ACWI Index Fund
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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.8M | 65k | 119.55 |
| 2024-06-30 | $7.3M | 65k | 112.40 |
| 2024-03-31 | $7.2M | 65k | 110.13 |
| 2023-12-31 | $6.6M | 65k | 101.77 |
| 2023-09-30 | $6.0M | 65k | 92.37 |
| 2023-06-30 | $6.2M | 65k | 95.94 |
| 2023-03-31 | $5.9M | 65k | 91.16 |
| 2022-12-31 | $5.6M | 66k | 84.88 |
| 2022-09-30 | $5.0M | 65k | 77.84 |
| 2022-06-30 | $5.4M | 65k | 83.90 |
| 2022-03-31 | $7.1M | 71k | 99.78 |
| 2021-12-31 | $7.5M | 71k | 105.78 |
| 2021-09-30 | $7.1M | 71k | 99.92 |
| 2021-06-30 | $7.2M | 71k | 101.19 |
| 2021-03-31 | $9.2M | 96k | 95.15 |
| 2020-12-31 | $8.8M | 97k | 90.72 |
| 2020-09-30 | $7.6M | 96k | 79.92 |
| 2020-06-30 | $813k | 11k | 73.70 |
| 2018-12-31 | $8.0k | 127 | 62.99 |