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iShares MSCI ACWI ex US Index Fund shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 581 65.01
2025-06-30 $35k 581 60.94
2025-03-31 $32k 581 55.45
2024-12-31 $30k 581 52.16

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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
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Jpmorgan Chase & Co

View all funds holding iShares MSCI ACWI ex US Index Fund