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iShares MSCI ACWI ex US Index Fund shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 34k 57.22
2024-06-30 $1.6M 31k 53.13
2024-03-31 $1.9M 35k 53.39
2023-12-31 $1.8M 36k 51.04
2023-09-30 $1.5M 33k 47.01
2023-06-30 $1.8M 37k 49.22
2023-03-31 $2.0M 40k 48.77

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Treasury Floating Ra TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Vanguard Ftse All World Uie (VEU)
Vanguard Intl Equity Fds Tt Wrld St Etf (VT)
Spdr Portfolio S&p 500 Prtflo S&p500 Vl (SPYV)
Ishares Russell 2000 Uie (IWM)
Spdr Ssga Ultra Short Uie (ULST)
Wisdomtree International Intl Smcap Div (DLS)
Spdr Portfolio Short Term Portfolio Short (SPSB)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree International Intl Lrgcap Dv (DOL)

View all positions for BIP Wealth

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
BlackRock
BlackRock
Morgan Stanley
German American Bancorp
Sageworth Trust Company
Cliffwater
Factory Mutual Insurance Company
Regions Bank
Glenmede Trust Company
Captrust Financial Advisors
Schroder Investment Management Group
Goldman Sachs Group
Envestnet Asset Management
Johnson Financial Group

View all funds holding iShares MSCI ACWI ex US Index Fund