ACWI shares owned by Wescott Financial Advisory Group - Historical positions on stockzoa.com
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iShares MSCI ACWI Index Fund shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 37k 119.55
2024-06-30 $3.9M 35k 112.40
2024-03-31 $3.0M 27k 110.13
2023-09-30 $1.8M 19k 92.37
2023-06-30 $1.8M 18k 95.94
2023-03-31 $1.5M 17k 91.16
2022-12-31 $1.3M 15k 84.88
2022-09-30 $1.1M 15k 77.81
2022-06-30 $1.2M 14k 83.92
2022-03-31 $1.3M 13k 99.75
2021-12-31 $1.1M 11k 105.76
2021-09-30 $800k 8.0k 99.93
2021-06-30 $860k 8.4k 102.17
2021-03-31 $688k 7.2k 95.11
2020-12-31 $483k 5.3k 90.72