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iShares MSCI ACWI ex US Index Fund shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak 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 Laurel Oak 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 3.6k 68.47

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
Morgan Stanley
Ferguson Wellman Capital Management
BlackRock
UBS Group
Envestnet Asset Management
Colony
German American Bancorp
Ameriprise Financial
HPM Partners
Sageworth Trust Company
Atlantic Trust
Winthrop Advisory Group
Koss-Olinger Consulting
GM Advisory

View all funds holding iShares MSCI ACWI ex US Index Fund