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iShares MSCI ACWI ex US Index Fund shares owned by Cassia Capital Partners

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

Historical chart of Cassia Capital Partners 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 Cassia Capital Partners 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 Cassia Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 144k 53.39
2023-12-31 $6.3M 124k 51.04
2023-09-30 $3.2M 68k 47.06
2023-06-30 $3.2M 65k 49.22

More positions owned by Cassia Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Goldman Sachs Etf Tr Future Tech Lead (GTEK)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Cassia Capital Partners

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