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iShares MSCI ACWI ex US Index Fund shares owned by Arcadia Wealth Management

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Arcadia Wealth Management from 13F filings

Historical chart of Arcadia Wealth Management investment in iShares MSCI ACWI ex US Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI ex US Index Fund held by Arcadia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by Arcadia Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 20k 51.04
2023-09-30 $565k 12k 47.01
2023-06-30 $515k 11k 49.22

More positions owned by Arcadia Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Arcadia Wealth Management

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
UBS Group
New York State Common Retirement Fund
Sageworth Trust Company
Johnson Financial Group
German American Bancorp
Regions Bank
Factory Mutual Insurance Company
Goldman Sachs Group
TLWM
Wellington Management Company
Amg National Trust Bank
Us Bancorp
Calamos Wealth Management
Captrust Financial Advisors

View all funds holding iShares MSCI ACWI ex US Index Fund