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iShares MSCI ACWI Index Fund shares owned by Wealthsource Partners

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Wealthsource Partners from 13F filings

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $265k 2.6k 101.79
2023-09-30 $241k 2.6k 92.38
2023-06-30 $250k 2.6k 95.95
2023-03-31 $249k 2.7k 91.16
2022-12-31 $271k 3.2k 84.88
2022-09-30 $319k 4.1k 77.77
2022-06-30 $334k 4.0k 83.79
2022-03-31 $347k 3.5k 99.66
2021-12-31 $366k 3.5k 105.66
2021-09-30 $365k 3.6k 100.03
2021-06-30 $431k 4.3k 101.08
2021-03-31 $481k 5.1k 95.21
2020-12-31 $269k 3.0k 90.57
2020-09-30 $240k 3.0k 79.87
2020-06-30 $222k 3.0k 73.88
2020-03-31 $255k 4.1k 62.58
2019-09-30 $5.7M 77k 73.75
2019-06-30 $6.7M 91k 73.71
2019-03-31 $2.8M 39k 72.15