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iShares MSCI ACWI ex US Index Fund shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group 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 Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $169k 2.5k 66.50
2025-06-30 $32k 520 60.92
2025-03-31 $29k 513 55.73
2024-12-31 $28k 513 53.82
2024-09-30 $28k 505 55.40
2024-03-31 $27k 498 53.40
2023-12-31 $25k 498 51.04
2023-09-30 $23k 498 47.01
2023-06-30 $25k 498 49.22
2022-12-31 $24k 498 48.89

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

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