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iShares MSCI ACWI Index Fund shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions 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 Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 14k 141.49
2025-09-30 $2.0M 15k 138.24
2025-06-30 $1.8M 14k 128.60
2025-03-31 $1.6M 14k 116.39
2024-12-31 $1.2M 9.8k 117.50