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iShares MSCI ACWI ex US Index Fund shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 50k 51.04
2023-09-30 $2.3M 50k 46.72
2023-06-30 $2.5M 50k 49.22
2023-03-31 $2.5M 50k 48.77
2022-12-31 $2.4M 53k 45.50
2022-09-30 $2.2M 55k 40.01
2022-06-30 $2.6M 57k 45.00
2022-03-31 $3.1M 60k 52.27
2021-12-31 $3.4M 61k 55.60
2021-09-30 $3.4M 61k 55.41
2021-06-30 $3.6M 62k 57.51
2021-03-31 $3.4M 62k 55.18
2020-12-31 $3.3M 62k 53.03
2020-09-30 $2.8M 61k 45.99
2020-06-30 $2.6M 60k 43.23
2020-03-31 $2.2M 59k 37.65
2019-12-31 $3.0M 62k 49.11
2019-09-30 $2.9M 62k 47.48
2019-06-30 $2.9M 63k 46.76
2019-03-31 $2.7M 58k 46.26
2018-12-31 $2.4M 58k 41.95

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

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
Factory Mutual Insurance Company
Regions Bank
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