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

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

Historical chart of Pacific Excel 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 Pacific Excel Wealth Advisors 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $727k 11k 68.47

More positions owned by Pacific Excel Wealth Advisors

First Tr Exchange-traded Core Investment (FTCB)
Vanguard World Mega Grwth Ind (MGK)
Chevron Corporation (CVX)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Apple (AAPL)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
First Tr Exchange-traded Growth Strength (FTGS)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for Pacific Excel Wealth Advisors

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