Encompass Wealth Advisors »

iShares MSCI ACWI ex US Index Fund shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass Wealth Advisors 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 Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 18k 57.22
2024-06-30 $957k 18k 53.13
2024-03-31 $962k 18k 53.39
2023-09-30 $847k 18k 47.01
2023-06-30 $887k 18k 49.22
2023-03-31 $878k 18k 48.77
2022-12-31 $605k 13k 45.50
2022-09-30 $532k 13k 40.05
2022-06-30 $598k 13k 45.01