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iShares MSCI ACWI ex US Index Fund shares owned by Catalyst Financial Partners

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

Historical chart of Catalyst Financial 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 Catalyst Financial 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 Catalyst Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 31k 65.01
2025-06-30 $1.9M 31k 60.94
2025-03-31 $1.7M 31k 55.45
2024-12-31 $1.6M 31k 52.16
2024-09-30 $2.0M 35k 57.22
2024-06-30 $1.6M 31k 53.13

More positions owned by Catalyst Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
State Street Corporation (STT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Performant Finl (PHLT)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Catalyst Financial Partners

Top funds holding iShares MSCI ACWI ex US Index Fund

Morgan Stanley
BlackRock
UBS Group
Ameriprise Financial
German American Bancorp
Colony
Sageworth Trust Company
Envestnet Asset Management
Goldman Sachs Group
Cliffwater
Winthrop Advisory Group
Calamos Wealth Management
Captrust Financial Advisors
GM Advisory
Jpmorgan Chase & Co

View all funds holding iShares MSCI ACWI ex US Index Fund