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iShares MSCI ACWI Index Fund shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $961k 9.4k 101.77
2023-09-30 $945k 10k 92.37
2023-06-30 $1.1M 12k 95.94
2023-03-31 $1.0M 11k 91.16
2022-12-31 $916k 11k 84.88
2022-09-30 $834k 11k 77.85
2022-06-30 $836k 10k 83.91
2022-03-31 $958k 9.6k 99.74
2021-12-31 $812k 7.7k 105.73
2021-09-30 $712k 7.1k 99.97
2021-06-30 $1.0M 10k 101.23
2021-03-31 $664k 7.0k 95.14
2020-12-31 $667k 7.4k 90.75
2020-09-30 $502k 6.3k 79.87
2020-06-30 $489k 6.6k 73.78
2020-03-31 $432k 6.5k 66.29
2019-12-31 $447k 5.6k 79.28
2019-09-30 $418k 5.7k 73.75
2019-06-30 $410k 5.6k 73.74
2019-03-31 $342k 4.7k 72.06
2018-12-31 $221k 3.4k 64.28
2018-09-30 $289k 4.2k 68.81
2018-06-30 $167k 2.3k 72.29
2018-03-31 $138k 1.9k 71.61
2017-12-31 $121k 1.7k 72.24
2017-09-30 $115k 1.7k 68.66