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iShares MSCI ACWI Index Fund shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring 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 Wellspring 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $877k 9.5k 92.37
2023-06-30 $911k 9.5k 95.94
2023-03-31 $865k 9.5k 91.16
2022-12-31 $806k 9.5k 84.88
2022-09-30 $739k 9.5k 77.86
2022-06-30 $796k 9.5k 83.86
2022-03-31 $947k 9.5k 99.77
2021-12-31 $1.0M 9.5k 105.77
2021-09-30 $948k 9.5k 99.87
2021-06-30 $960k 9.5k 101.14
2021-03-31 $594k 9.5k 62.58
2020-12-31 $861k 9.5k 90.71
2020-09-30 $759k 9.5k 79.96
2020-06-30 $700k 9.5k 73.75
2020-03-31 $594k 9.5k 62.58