iShares MSCI ACWI ex US Index Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares MSCI ACWI ex US Index Fund
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Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.5M | 109k | 68.47 |
| 2025-12-31 | $31k | 463 | 67.13 |
| 2025-09-30 | $23k | 355 | 65.01 |
| 2025-06-30 | $18k | 293 | 60.94 |
| 2025-03-31 | $66k | 1.2k | 55.45 |
| 2024-12-31 | $47k | 905 | 52.16 |
| 2023-12-31 | $1.0M | 20k | 50.36 |
| 2023-09-30 | $574k | 12k | 47.01 |
| 2023-06-30 | $553k | 11k | 49.22 |
| 2020-12-31 | $1.4M | 27k | 53.04 |
| 2020-09-30 | $1.2M | 25k | 45.97 |
| 2020-06-30 | $1.1M | 26k | 43.23 |
| 2020-03-31 | $873k | 23k | 37.66 |
| 2019-12-31 | $1.0M | 20k | 49.11 |
| 2019-09-30 | $843k | 18k | 46.04 |
| 2019-06-30 | $1.2M | 26k | 46.74 |
| 2018-12-31 | $225k | 5.4k | 42.01 |
| 2018-09-30 | $213k | 4.5k | 47.64 |
| 2018-06-30 | $280k | 5.9k | 47.23 |
| 2018-03-31 | $324k | 6.5k | 49.76 |
| 2017-12-31 | $358k | 7.2k | 49.91 |
| 2017-09-30 | $349k | 7.2k | 48.35 |
| 2017-06-30 | $352k | 7.7k | 45.57 |
| 2017-03-31 | $320k | 7.3k | 43.60 |
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