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iShares MSCI ACWI ex US Index Fund shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 4.7k 53.39
2023-12-31 $238k 4.7k 51.04
2023-09-30 $220k 4.7k 47.01
2023-06-30 $230k 4.7k 49.22
2023-03-31 $228k 4.7k 48.77
2022-12-31 $213k 4.7k 45.50
2022-06-30 $210k 4.7k 44.96
2022-03-31 $331k 6.3k 52.26
2021-12-31 $352k 6.3k 55.57
2021-09-30 $351k 6.3k 55.42
2021-06-30 $365k 6.3k 57.63
2021-03-31 $349k 6.3k 55.10
2020-12-31 $336k 6.3k 53.05
2020-09-30 $291k 6.3k 45.94
2020-06-30 $274k 6.3k 43.26
2020-03-31 $335k 8.9k 37.64
2019-09-30 $2.9M 63k 46.05
2019-06-30 $5.6M 119k 46.76
2019-03-31 $5.5M 119k 46.27
2018-12-31 $5.0M 119k 41.97
2018-09-30 $5.7M 120k 47.69
2018-06-30 $5.6M 120k 47.25
2018-03-31 $5.9M 120k 49.69
2017-09-30 $5.7M 118k 48.35
2015-09-30 $403k 10k 39.04
2015-06-30 $1.2M 27k 44.18
2015-03-31 $1.1M 25k 44.71
2014-12-31 $1.1M 25k 43.02
2014-09-30 $1.1M 25k 45.47
2014-06-30 $1.2M 25k 48.01
2014-03-31 $1.2M 25k 46.56
2013-12-31 $1.7M 36k 46.68
2013-09-30 $1.6M 36k 44.83
2013-06-30 $2.1M 52k 40.72
2013-03-31 $5.4M 126k 42.86
2012-12-31 $805k 19k 41.89
2012-09-30 $3.7M 94k 39.39
2012-06-30 $630k 17k 37.20
2011-09-30 $1.1M 31k 35.04
2011-06-30 $1.3M 29k 45.04
2011-03-31 $1.3M 29k 45.45

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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